ASCENDANT WEALTH MANAGEMENT LLC

ASCENDANT WEALTH MANAGEMENT
BONITA SPRINGS, Florida·3 registered advisors·CRD# 145098
SEC# 801-683410239-992-3900
01

Firm Overview

AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at ASCENDANT WEALTH MANAGEMENT LLC

3 registered advisors
Darin Andrew Morgan
BONITA SPRINGS, Florida
David P. Corcoran
BONITA SPRINGS, Florida
Friedrich Schiller
BONITA SPRINGS, Florida
05

Office Locations

BONITA SPRINGS, Florida
3 advisors

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Data sourced from SEC Form ADV filings. ASCENDANT WEALTH MANAGEMENT LLC (CRD# 145098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.