Ascend Investment Partners

Overview

Ascend Investment Partners is an SEC registered investment adviser based in Ogden, UT, registered since 2020. It reports $661M in assets under management across 2,122 accounts, with 9 employees. It has 5 investment adviser representatives.

Reported AUM

$661M

Discretionary

100%

Accounts

2,122

Average account

$312K

Employees

9

Advisory reps

5

Registered since

2020

Jurisdictions

14

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Brent Ward Keller Owner CRD 5905603
• Garrett Gill Smith Chief Compliance Officer CRD 6191028

Advisory reps 3 of 5

• Brent Ward Keller Investment Adviser Rep CRD 5905603
• Christopher Dean Kesler Investment Adviser Rep CRD 6057896
• Paul M Norman Investment Adviser Rep CRD 1746793

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2225 Washington Blvd Ste 110
Ogden, UT 84401

County

Weber

Metro area

Ogden-Clearfield, UT

Region

West

Registrations

• SEC registered
• Registered in 14 jurisdictions
• Website: ascendinvestment.com

Every state, with registration dates

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