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
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
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LC
Laura CollinsSenior Registered Client Associate Assistant Vice President
Ascent Wealth Partners Tech Stack
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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
