Ascent Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1620 W Highland St, Allentown, Pennsylva...

Phone Number

(484) 224-3053

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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2
1
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About Ascent Wealth Management

Ascent Wealth Management, LLC., is a full-service independent investment management and financial planning firm that helps clients pursue their full financial potential. They offer comprehensive financial plans focusing on retirement plans, financial management, insurance, college planning, and charitable giving. Their goal is to make clients' money work as hard for them as they have worked to earn it. Ascent Wealth Management is dedicated to helping clients achieve their financial dreams through personalized investment strategies and planning services.Explore more
Ascent Wealth Management's Social MediaPopular SearchesAscent Wealth Management LLCAscent Wealth Advisers LLCAscent Investments LLCAscent WealthAscent Wealth Management Group IncSIC Code 62,628NAICS Code 52,523Show more

Ascent Wealth Management Org Chart

PhoneEmail
JH
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Compare insights from companies similar to Ascent Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascent Wealth Management

<$5M
1-10
Private
-
2013
JH
Julianna HarrisonOffice Manager
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
<$5M
1-10
Private
-
2000
JH
John HealyChief Investment Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Ascent Wealth Management Tech Stack

A closer look at the technologies used by Ascent Wealth Management

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Frequently Asked Questions Regarding Ascent Wealth Management

What is Ascent Wealth Management's official website?
Ascent Wealth Management's official website is www.ascentwealth.net
What is Ascent Wealth Management's Revenue?
Ascent Wealth Management's revenue is <$5 Million
What is Ascent Wealth Management's SIC code?
Ascent Wealth Management's SIC: 62,628
What is Ascent Wealth Management's NAICS code?
Ascent Wealth Management's NAICS: 52,523
How many employees does Ascent Wealth Management have?
Ascent Wealth Management has 1-10 employees
What industry does Ascent Wealth Management belong to?
Ascent Wealth Management is in the industry of: Finance, Securities Trading
What is Ascent Wealth Management competition?
Ascent Wealth Management top competitors include: Dowd Financial Group, Sherwood Investment Services, Healy Wealth Management, Full Circle Wealth Strategies
What technology does Ascent Wealth Management use?
Some of the popular technologies that Ascent Wealth Management uses are: goo.gl, Drupal, Cloudflare CDN, Proofpoint
How do I contact Ascent Wealth Management?
Ascent Wealth Management contact info: Phone number: (484) 224-3053 Website: www.ascentwealth.net
What does Ascent Wealth Management do?

Ascent Wealth Management, LLC., is a full-service independent investment management and financial planning firm that helps clients pursue their full financial potential. They offer comprehensive financial plans focusing on retirement plans, financial management, insurance, college planning, and charitable giving. Their goal is to make clients' mone... y work as hard for them as they have worked to earn it. Ascent Wealth Management is dedicated to helping clients achieve their financial dreams through personalized investment strategies and planning services.Read More

What are Ascent Wealth Management social media links?
Ascent Wealth Management Linkedin page Ascent Wealth Management Facebook page
Is Ascent Wealth Management a public company?
Ascent Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Ascent Wealth Management

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