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Darin Andrew Morgan

ASCENDANT WEALTH MANAGEMENT LLC·BONITA SPRINGS, Florida
Clean record18 years registeredASCENDANT WEALTH MANAGEMENT LLC
3301 BONITA BEACH ROAD, BONITA SPRINGS, FL 34134CRD# 5413030Firm CRD# 145098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darin Andrew Morgan · BONITA SPRINGS, FL
Registration
CRD #5413030 · ASCENDANT WEALTH MANAGEMENT LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

CERITY PARTNERS LLC
Jan 2023 – present
MARYLAND CAPITAL MANAGEMENT, LLC
Mar 2020 – Mar 2023
Bonita Springs, FL
ASCENDANT WEALTH MANAGEMENT
Oct 2007 – Jun 2020
BONITA SPRINGS, FL
02

Registrations & Exams

Registration record
First registered · October 5, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ASCENDANT WEALTH MANAGEMENT LLC
CRD 145098 · SEC 801-68341
AUM
$132M
Regulatory assets under management
Employees
3
66 client accounts
Services offered by ASCENDANT WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ASCENDANT WEALTH MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Darin Andrew Morgan offer?
Darin Andrew Morgan specializes in Investment Management, Fee-Only Advisory. Contact their office in BONITA SPRINGS, Florida for a consultation.
What are Darin Andrew Morgan's credentials?
Darin Andrew Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darin Andrew Morgan located?
Darin Andrew Morgan is based in BONITA SPRINGS, Florida, working with ASCENDANT WEALTH MANAGEMENT LLC. Their office serves clients in the BONITA SPRINGS metropolitan area and surrounding communities.
How does Darin Andrew Morgan charge for services?
Darin Andrew Morgan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASCENDANT WEALTH MANAGEMENT LLC?
ASCENDANT WEALTH MANAGEMENT LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASCENDANT WEALTH MANAGEMENT LLC

David P. Corcoran
BONITA SPRINGS, FL

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