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Ascentis Wealth Management, LLC

EST. AUM
$595,719,066

CONTACTS
2

CLIENT ACCOUNTS
814

Firm Details

Metro area Dallas
CRD Number 330923
Website ascentis.co
Client types

Overview

Ascentis Wealth Management, LLC is a Dallas-based Registered Investment Adviser (RIA) that serves as the wealth management arm of Ascentis Operations, LLC. Rebranded from ORG Wealth Partners, LLC in 2026, the firm provides tailored financial planning and investment management for high-net-worth individuals, pensions, and charitable organizations. The firm utilizes a "Wealth Quadrant" framework to integrate estate, tax, and retirement planning with discretionary portfolio management. Its investment approach includes both internal model portfolios and the selection of third-party money managers to meet specific client objectives.

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Address

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

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