Unclaimed Profile

Wesley Bailey Price

ASCENT CAPITAL MANAGEMENT, LLC·BEND, Oregon

Series 65Clean record21 years registeredASCENT CAPITAL MANAGEMENT, LLC

2796 NW CLEARWATER DR., BEND, OR 97703CRD# 4802035Firm CRD# 131423

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wesley Bailey Price · BEND, OR

Registration

CRD #4802035 · ASCENT CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASCENT CAPITAL MANAGEMENT, LLC

ASCENT CAPITAL

Nov 2004 – Oct 2024

BEND, OR

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 8, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASCENT CAPITAL MANAGEMENT, LLC

CRD 131423 · SEC 801-63211

AUM

$391M

Regulatory assets under management

Employees

1,094 client accounts

Services offered by ASCENT CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ASCENT CAPITAL MANAGEMENT, LLC →

Introduction

Speak with Wesley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Wesley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BEND?

Browse all registered financial advisors in BEND, Oregon or claim this profile if it's yours.

Browse BEND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Wesley Bailey Price offer?

Wesley Bailey Price specializes in Financial Planning, Investment Management.

What are Wesley Bailey Price's credentials?

Wesley Bailey Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley Bailey Price located?

Wesley Bailey Price is based in BEND, Oregon, last registered with ASCENT CAPITAL MANAGEMENT, LLC.

How does Wesley Bailey Price charge for services?

Wesley Bailey Price's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASCENT CAPITAL MANAGEMENT, LLC?

ASCENT CAPITAL MANAGEMENT, LLC has approximately 7 employees and manages $391M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →