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Ascendor Wealth, LLC

EST. AUM
$145,590,518

CONTACTS
1

CLIENT ACCOUNTS
402

Firm Details

Metro area Raleigh
CRD Number 148969
Website ascendorwealth.com
Client types

Overview

Ascendor Wealth, LLC is a Wilmington-based registered investment adviser that delivers a family-office style suite of services. From a single location, its team combines certified financial planners, tax professionals, and estate planning attorneys to integrate investment management, retirement strategy, tax planning, insurance guidance, and estate planning services. The firm emphasizes highly personalized, relationship-driven advice designed to create long-term financial stability and independence for individuals and families.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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