Ascent Wealth Partners, LLC
● SEC registered since 2011CRD 158898SEC# 801-72693New Hartford, NY
Reg. AUM
$1.52B
Employees
17
Accounts
2,359
Location
New Hartford, NY
About Ascent Wealth Partners
Ascent Wealth Partners is an independent fiduciary firm serving successful individuals, families, business owners, and retirement plan sponsors. Client-specific planning drives its investment approach, with particular strength in business succession guidance.
Summary based on the firm’s website.
Ascent Wealth Partners, LLC assets under management
Ascent Wealth Partners, LLC operates as an SEC-registered investment adviser based in New Hartford, NY. The firm has been registered since 2011. It reports $1.5 billion in regulatory assets under management and employs 17 people.
Ascent Wealth Partners, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Awp Holdings, LLC Control | Member | Over 75% | 2022 |
| Bradley Michael Kowalczyk Control | Partner | Under 5% | 2011 |
| Christopher Boyan Lai | Chief Investment Officer | Under 5% | 2024 |
| Dynasty Financial Partners, LLC | Member | 10-25% | 2022 |
| Joseph Dominick Summa | Partner | Under 5% | 2024 |
| Martin Edward Moshier Control | Partner | Under 5% | 2011 |
| Nancy Lamb Kowalczyk Control | Chief Compliance Officer | Under 5% | 2011 |
| Neil Anthony Edmonds | Partner | Under 5% | 2024 |
| Bradley Michael Kowalczyk Control | Managing Member | 25-50% | 2019 |
| Martin Edward Moshier Control | Managing Member | 25-50% | 2019 |
Frequently asked questions
How much does Ascent Wealth Partners, LLC manage?
Ascent Wealth Partners, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.
How many employees does Ascent Wealth Partners, LLC have?
Ascent Wealth Partners, LLC reports 17 employees.
Where is Ascent Wealth Partners, LLC located?
Ascent Wealth Partners, LLC is based in New Hartford, NY and has been SEC-registered since 2011.
Does Ascent Wealth Partners, LLC disclose fund performance?
Ascent Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 89 Genesee Street, New Hartford, NY 13413 |
| Phone | 315-624-7300 |
| Fax | 315-624-7305 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1546865 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.52B▲ 15%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 26%
Larger than 74% of 16,389 advisers
EmployeesTop 28%
More than 72% of 16,799 advisers
Assets under management
$1.52Bregulatory AUM
Discretionary $1.44BNon-discretionary $80.5M