Ascend Wealth Advisors

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

7750 Town Centre Dr Ste 800, Broadview H...

Phone Number

(440) 725-1902

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Ascend Wealth Advisors

Ascend Wealth Advisors, LLC (AWA) is a financial advisory firm located in Cleveland and Broadview Heights, Ohio, specializing in wealth management and investment strategies. The company focuses on exploring various securities, including common stocks, preferred stocks, and both corporate and government issued fixed income. AWA is dedicated to aligning its goals with those of its clients, emphasizing integrity and continuous education in market trends. Their mission is to empower clients' financial futures by identifying quality investment opportunities at reasonable valuations.Explore more
Popular SearchesAscend Wealth Advisors LLCAscendwealthadvisors ComSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascend Wealth Advisors

<$5M
1-10
Private
-
-
N/A
$22.2M
11-50
Private
-
2009
JR
John ReaganChief Technology Officer
$8.2M
1-10
Private
<$5M
2003
Jeff Jorgensen, Chief Operating Officer at The Institute for Wealth Management
Jeff JorgensenChief Operating Officer
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2013
JG
John GaltPresident
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal & Chief Strategy Officer
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ascend Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ascend Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascend Wealth Advisors.

Ascend Wealth Advisors Tech Stack

A closer look at the technologies used by Ascend Wealth Advisors

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Frequently Asked Questions Regarding Ascend Wealth Advisors

What is Ascend Wealth Advisors's official website?
Ascend Wealth Advisors's official website is www.ascendwealthadvisors.com
What is Ascend Wealth Advisors's Revenue?
Ascend Wealth Advisors's revenue is <$5 Million
What is Ascend Wealth Advisors's SIC code?
Ascend Wealth Advisors's SIC: 62,628
What is Ascend Wealth Advisors's NAICS code?
Ascend Wealth Advisors's NAICS: 52,523
How many employees does Ascend Wealth Advisors have?
Ascend Wealth Advisors has 1-10 employees
What industry does Ascend Wealth Advisors belong to?
Ascend Wealth Advisors is in the industry of: Finance, Securities Trading
What is Ascend Wealth Advisors competition?
Ascend Wealth Advisors top competitors include: Evanson Asset Management, Richard Bernstein Advisors, The Institute for Wealth Management, Altman Investment Management
What technology does Ascend Wealth Advisors use?
Some of the popular technologies that Ascend Wealth Advisors uses are: Enom DNS Hosting, AppRiver, Google Cloud Web Serving, Google Cloud Platform
How do I contact Ascend Wealth Advisors?
Ascend Wealth Advisors contact info: Phone number: (440) 725-1902 Website: www.ascendwealthadvisors.com
What does Ascend Wealth Advisors do?

Ascend Wealth Advisors, LLC (AWA) is a financial advisory firm located in Cleveland and Broadview Heights, Ohio, specializing in wealth management and investment strategies. The company focuses on exploring various securities, including common stocks, preferred stocks, and both corporate and government issued fixed income. AWA is dedicated to align... ing its goals with those of its clients, emphasizing integrity and continuous education in market trends. Their mission is to empower clients' financial futures by identifying quality investment opportunities at reasonable valuations.Read More

Is Ascend Wealth Advisors a public company?
Ascend Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Ascend Wealth Advisors

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