Ascendant Wealth Management LLC
Legal Name: ASCENDANT WEALTH MANAGEMENT LLC
Full Contact Details
Ascendant Wealth Management LLC
3301 BONITA BEACH ROAD, SUITE 208, BONITA SPRINGS, FL
239-992-3900
239-992-2146
Other Info
Ascendant Wealth Management LLC is a registered investment advisory firm located in Florida. With a team of three employees, including two advisors, the firm's client base is unknown. Its SEC status is currently approved, and it has been registered since 2007.
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Direct Owners
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DARIN ANDREW MORGAN
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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DAVID P. CORCORAN
SENIOR VICE PRESIDENT owns less than 5%
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FRIEDRICH SCHILLER
MEMBER owns 75% or more