Ascent Wealth Partners
Finance · Colorado, United States · 11-50 Employees
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Overview
Headquarters
1155 Canyon Blvd Ste 210, Boulder, Color...Phone Number
(303) 228-0342Website
www.ascent-wp.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Ascent Wealth Partners
Ascent Wealth Partners is a wealth management firm headquartered in Boulder, Colorado. The company provides investment planning, retirement income strategies, and estate planning services for individuals and business owners. For business clients, it offers specialized services including employee benefit plans, succession planning, business exit strategies, and various types of business insurance such as key person and buy-sell agreement funding. These investment products and services are delivered through Wells Fargo Advisors Financial Network, LLC.Explore more
Ascent Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Ascent Wealth Partners
<$5M
11-50
Private
-
-
IM
Ivonne Monnett-PickettSenior Registered Client Associate Assistant Vice President
<$5M
1-10
Private
-
2022
TR
Thomas RollChartered Retirement Planning Counselor and Fundamental Choice Portfolio Manager
<$5M
1-10
Private
-
2019
LM
Leyder MurilloFounder & Managing Director & Independent Fee-Only Financial Advisor
Company Profile Activity
Activity Insights
Ascent Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Ascent Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascent Wealth Partners.
Ascent Wealth Partners Tech Stack
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Frequently Asked Questions Regarding Ascent Wealth Partners
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Ascent Wealth Partners is a wealth management firm headquartered in Boulder, Colorado. The company provides investment planning, retirement income strategies, and estate planning services for individuals and business owners. For business clients, it offers specialized services including employee benefit plans, succession planning, business exit str... Read More
