The launch, unifying three firms, aims at delivering institutional-grade support for independent advisers.
Texas-headquartered Ascentis Holdings has unified three established businesses - Ascentis Wealth Management (AWM), Ascentis Asset Management (AAM) and Ascentis Independent Advisors (AIA) - under one company. Ascentis Holdings was founded by Michael Mansur and Clint Sorenson Ascentis Holdings is a wealth and asset management platform for independent adviser businesses. It is designed to give advisers flexible, institutional-grade support through disciplined practice management, structured inv