Ascentis Wealth Management, LLC

Overview

Ascentis Wealth Management, LLC is an SEC registered investment adviser based in Dallas, TX, registered since 2024. It reports $596M in assets under management across 814 accounts, with 9 employees. It has 8 investment adviser representatives.

Reported AUM

$596M

Discretionary

81%

Accounts

814

Average account

$732K

Employees

9

Advisory reps

8

Registered since

2024

Jurisdictions

2

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning

Client types

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

Fee structure

Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Michael Peter Mansur President CRD 2966580
• Clinton Wayne Sorenson Chief Investment Officer CRD 5393457
• Matthew Mark Reynolds Chief Compliance Officer CRD 4077413

1 more executive officer, with direct contact details

Advisory reps 3 of 8

• Kimberly Thomas Abmeyer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4288287
• Kevin Scott Gray Insurance Agent · Investment Adviser Rep CRD 4609337
• William H Little Investment Adviser Rep CRD 7670121

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

Location

Headquarters

5001 Spring Valley Rd Ste 810W
Dallas, TX 75244

County

Dallas

Metro area

Dallas-Fort Worth-Arlington, TX

Region

South

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: ascentiswealth.com

Every state, with registration dates

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