Ascentis Wealth Management, LLC

CRD 330923 · Dallas, TX · $595.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 330923
SEC number: 801-130034
Firm type: RIA
Assets under management: $595.7M as of May 13, 2026
Website: www.ascentiswealth.com ↗
Phone: 214-440-3909
Address: 5001 Spring Valley Rd, Dallas, TX, 75244

Advisors at this firm

6 in our index · page 1 of 1

Kevin Scott GrayCRD 4609337 · Dallas, TX

IA RegisteredRegistration inactive
William H LittleCRD 7670121 · Dallas, TX

IA Registered
Michael Peter MansurCRD 2966580 · Dallas, TX

IA Registered

Disclosure event(s) on record
Niko Stone PuritzCRD 7045394 · Dallas, TX

IA RegisteredRegistration inactive
Alisha Zianne ReillyCRD 5784566 · Dallas, TX

IA RegisteredRegistration inactive
Ryan Michael UszenskiCRD 4726467 · St. Thomas, VI

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 330923 ↗ FINRA BrokerCheck record for firm CRD 330923 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.