Ascend Integrated Wealth Employee Directory

Ascend Integrated Wealth corporate office is located in 5444 Westheimer Rd Ste 1685, Houston, Texas, 77056, United States and has 11-50 employees.

Employees by Department

Departments

Number of employees

Finance

4

Operations

3

Sales

3

Legal

1

Key Employees of Ascend Integrated Wealth

  • PT
    United States flag for contact location.
    Paula Tran

    Director, Operations

    PhonePhoneEmailEmail
  • DB
    United States flag for contact location.
    Diane Boyd

    Director, Client Services

    PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail
  • PhonePhoneEmailEmail

Ascend Integrated Wealth Global Presence

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North America1-10

Index of contact profiles from Ascend Integrated Wealth

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Ascend Integrated Wealth

Explore people who held key positions, contributed to Ascend Integrated Wealth's success, and advanced their careers.

  1. Financial Advisor at Empower

    Worked as Managing Partner

    at Ascend Integrated Wealth

    email Scott Perry Email direct Scott Perry Direct

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People from Similar Companies in the Finance Industry Located in Texas, United States

Frequently Asked Questions Regarding Ascend Integrated Wealth Employees

How many employees does Ascend Integrated Wealth have?
Ascend Integrated Wealth has 11-50 employees
Who are Ascend Integrated Wealth key employees?
Some of Ascend Integrated Wealth key employees are Paula Tran, Diane Boyd
Where is Ascend Integrated Wealth located?
Ascend Integrated Wealth’s headquarters are located at 5444 Westheimer Rd Ste 1685, Houston, Texas, 77056, United States
How do I contact Ascend Integrated Wealth?
Ascend Integrated Wealth Contact Info: Phone number: (281) 674-8868 Website: www.ascendintegratedwealth.com
What does Ascend Integrated Wealth do?

Ascend Integrated Wealth is a modern financial planning firm that offers a comprehensive suite of services including wealth solutions, tax advisory, estate planning, and business consulting. They cater to executives, entrepreneurs, and families, providing a coordinated approach to managing, protecting, and transferring wealth. As independent fiduci... aries, they prioritize their clients' best interests, ensuring clarity and confidence in financial decision-making. Their tiered service model is designed to accommodate varying levels of financial complexity and unique client goals.Read More

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

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