Ascend Wealth Management

Finance · Michigan, United States · 11-50 Employees

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Overview

Headquarters

625 Kenmoor Ave SE Ste 113, Grand Rapids...

Phone Number

(616) 551-2415

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Ascend Wealth Management

Ascend Wealth Management is dedicated to providing comprehensive financial planning and investment management services tailored to meet the aspirations of its clients. Committed to a fiduciary standard, the firm prioritizes clients' best interests and aims to be a valued resource in their financial journey. The company serves a broad audience, advocating for everyone in need of financial advice to achieve their financial goals. With a focus on education and support, Ascend strives to empower clients to embrace and clarify their financial futures.Explore more
Popular SearchesAscend Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Ascend Wealth Management Org Chart

PhoneEmail
KT
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Managing Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascend Wealth Management

<$5M
11-50
Private
-
-
KT
Kristi TurchanManaging Partner
<$5M
1-10
Private
-
2020
AL
Austin LuckieFinancial Planner
<$5M
1-10
Private
-
-
MS
Matthew StackFounder & Private Wealth Advisor
<$5M
1-10
Private
-
-
SL
Sabina LewisFounder & Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ascend Wealth Management Tech Stack

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Frequently Asked Questions Regarding Ascend Wealth Management

What is Ascend Wealth Management's official website?
Ascend Wealth Management's official website is www.ascendwmgr.com
What is Ascend Wealth Management's Revenue?
Ascend Wealth Management's revenue is <$5 Million
What is Ascend Wealth Management's SIC code?
Ascend Wealth Management's SIC: 62,628
What is Ascend Wealth Management's NAICS code?
Ascend Wealth Management's NAICS: 52,523
How many employees does Ascend Wealth Management have?
Ascend Wealth Management has 11-50 employees
What industry does Ascend Wealth Management belong to?
Ascend Wealth Management is in the industry of: Finance, Securities Trading
What is Ascend Wealth Management competition?
Ascend Wealth Management top competitors include: Fleurus Investment Advisory, Avant-Garde Wealth, Vilga Financial Planning, TATRA Wealth Management
What technology does Ascend Wealth Management use?
Some of the popular technologies that Ascend Wealth Management uses are: Google Font API, YouTube, Google Tag Manager, Google Global Site Tag
How do I contact Ascend Wealth Management?
Ascend Wealth Management contact info: Phone number: (616) 551-2415 Website: www.ascendwmgr.com
What does Ascend Wealth Management do?

Ascend Wealth Management is dedicated to providing comprehensive financial planning and investment management services tailored to meet the aspirations of its clients. Committed to a fiduciary standard, the firm prioritizes clients' best interests and aims to be a valued resource in their financial journey. The company serves a broad audience, advo... cating for everyone in need of financial advice to achieve their financial goals. With a focus on education and support, Ascend strives to empower clients to embrace and clarify their financial futures.Read More

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

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