Active
ASCENT WEALTH PARTNERS, LLC
Investment Advice|NEW HARTFORD, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.3B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.2B |
| Non-Discretionary | 75.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 158898 |
| SEC Number | 801-72693 |
| Street Address | 89 GENESEE STREET |
| Location | NEW HARTFORD, NY 13413 |
| Country | United States |
| Phone | 315-624-7300 |
| Fax | 315-624-7305 |
| Total Employees | 14 |
Client Count by Type (1,024 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 725 |
| High Net Worth Individual… | 247 |
| Pension/Profit Sharing Pl… | 37 |
| Corporations/Businesses | 10 |
| Charitable Organizations | 5 |
Community Partners
CITY OF ROME
CITY OF SHERRILL
NEW HARTFORD, TOWN OF
NORTH BAY VOLUNTEER FIRE DEPARTMENT, INC.
TOWN OF ANNSVILLE
TOWN OF AUGUSTA
TOWN OF AVA
TOWN OF BOONVILLE
TOWN OF BRIDGEWATER
TOWN OF CAMDEN
TOWN OF DEERFIELD
TOWN OF FLORENCE TOWN HALL
TOWN OF FLOYD
TOWN OF FORESTPORT
TOWN OF KIRKLAND
TOWN OF LEE
TOWN OF MARCY
TOWN OF MARSHALL
TOWN OF NEW HARTFORD
TOWN OF PARIS
CITY OF ROME
CITY OF SHERRILL
NEW HARTFORD, TOWN OF
NORTH BAY VOLUNTEER FIRE DEPARTMENT, INC.
TOWN OF ANNSVILLE
TOWN OF AUGUSTA
TOWN OF AVA
TOWN OF BOONVILLE
TOWN OF BRIDGEWATER
TOWN OF CAMDEN
TOWN OF DEERFIELD
TOWN OF FLORENCE TOWN HALL
TOWN OF FLOYD
TOWN OF FORESTPORT
TOWN OF KIRKLAND
TOWN OF LEE
TOWN OF MARCY
TOWN OF MARSHALL
TOWN OF NEW HARTFORD
TOWN OF PARIS
CITY OF ROME
CITY OF SHERRILL
NEW HARTFORD, TOWN OF
NORTH BAY VOLUNTEER FIRE DEPARTMENT, INC.
TOWN OF ANNSVILLE
TOWN OF AUGUSTA
TOWN OF AVA
TOWN OF BOONVILLE
TOWN OF BRIDGEWATER
TOWN OF CAMDEN
TOWN OF DEERFIELD
TOWN OF FLORENCE TOWN HALL
TOWN OF FLOYD
TOWN OF FORESTPORT
TOWN OF KIRKLAND
TOWN OF LEE
TOWN OF MARCY
TOWN OF MARSHALL
TOWN OF NEW HARTFORD
TOWN OF PARIS
Municipal Government
44 Active
44
Organizations
CASSVILLE FIRE DISTRICT
Clark Mills Fire District
DEANSBORO FIRE DISTRICT
DEERFIELD FIRE DISTRICT 1
DUNHAM PUBLIC LIBRARY
DURHAMVILLE FIRE DISTRICT
FLOYD FIRE DISTRICT
GREENWOOD LAKE COMMISSION
LEE TOWN FIRE DISTRICT
MAYNARD FIRE DISTRICT
MCCONNELLSVILLE FIRE DISTRICT
MID-YORK LIBRARY SYSTEM
MOHAWK VALLEY WATER AUTHORITY
NEW LONDON FIRE DISTRICT
NORTH BAY FIRE DISTRICT
PARIS HILL FIRE DISTRICT
SAUQUOIT FIRE DISTRICT 1
SHERRILL-KENWOOD WATER DISTRICT
STITTVILLE FIRE DISTRICT
SYLVAN BEACH FIRE DISTRICT
CASSVILLE FIRE DISTRICT
Clark Mills Fire District
DEANSBORO FIRE DISTRICT
DEERFIELD FIRE DISTRICT 1
DUNHAM PUBLIC LIBRARY
DURHAMVILLE FIRE DISTRICT
FLOYD FIRE DISTRICT
GREENWOOD LAKE COMMISSION
LEE TOWN FIRE DISTRICT
MAYNARD FIRE DISTRICT
MCCONNELLSVILLE FIRE DISTRICT
MID-YORK LIBRARY SYSTEM
MOHAWK VALLEY WATER AUTHORITY
NEW LONDON FIRE DISTRICT
NORTH BAY FIRE DISTRICT
PARIS HILL FIRE DISTRICT
SAUQUOIT FIRE DISTRICT 1
SHERRILL-KENWOOD WATER DISTRICT
STITTVILLE FIRE DISTRICT
SYLVAN BEACH FIRE DISTRICT
CASSVILLE FIRE DISTRICT
Clark Mills Fire District
DEANSBORO FIRE DISTRICT
DEERFIELD FIRE DISTRICT 1
DUNHAM PUBLIC LIBRARY
DURHAMVILLE FIRE DISTRICT
FLOYD FIRE DISTRICT
GREENWOOD LAKE COMMISSION
LEE TOWN FIRE DISTRICT
MAYNARD FIRE DISTRICT
MCCONNELLSVILLE FIRE DISTRICT
MID-YORK LIBRARY SYSTEM
MOHAWK VALLEY WATER AUTHORITY
NEW LONDON FIRE DISTRICT
NORTH BAY FIRE DISTRICT
PARIS HILL FIRE DISTRICT
SAUQUOIT FIRE DISTRICT 1
SHERRILL-KENWOOD WATER DISTRICT
STITTVILLE FIRE DISTRICT
SYLVAN BEACH FIRE DISTRICT
Special District
28 Active
28
Organizations
ADIRONDACK CENTRAL SCH DIST
CAMDEN CENTRAL SCH DIST
CLINTON CENTRAL SCHOOL DIST
HOLLAND PATENT CENTRAL SCHOOL DIST
MADISON ONEIDA BOCES
NEW HARTFORD CTL SCH DIST
NEW YORK MILLS UNION FREE SCH DIST
ONEIDA-HERKIMER-MADISON BOCES
ORISKANY CTL SCH DIST
REMSEN CENTRAL SCH DIST
ROME CITY SCH DIST
SAUQUOIT VALLEY CTL SCH DIST
SHERRILL CITY SCH DIST
UTICA CITY SCH DIST
WATERVILLE CENTRAL SCH
WESTMORELAND CTL SCHOOL
WHITESBORO CENTRAL SCHOOL DIST
ADIRONDACK CENTRAL SCH DIST
CAMDEN CENTRAL SCH DIST
CLINTON CENTRAL SCHOOL DIST
HOLLAND PATENT CENTRAL SCHOOL DIST
MADISON ONEIDA BOCES
NEW HARTFORD CTL SCH DIST
NEW YORK MILLS UNION FREE SCH DIST
ONEIDA-HERKIMER-MADISON BOCES
ORISKANY CTL SCH DIST
REMSEN CENTRAL SCH DIST
ROME CITY SCH DIST
SAUQUOIT VALLEY CTL SCH DIST
SHERRILL CITY SCH DIST
UTICA CITY SCH DIST
WATERVILLE CENTRAL SCH
WESTMORELAND CTL SCHOOL
WHITESBORO CENTRAL SCHOOL DIST
ADIRONDACK CENTRAL SCH DIST
CAMDEN CENTRAL SCH DIST
CLINTON CENTRAL SCHOOL DIST
HOLLAND PATENT CENTRAL SCHOOL DIST
MADISON ONEIDA BOCES
NEW HARTFORD CTL SCH DIST
NEW YORK MILLS UNION FREE SCH DIST
ONEIDA-HERKIMER-MADISON BOCES
ORISKANY CTL SCH DIST
REMSEN CENTRAL SCH DIST
ROME CITY SCH DIST
SAUQUOIT VALLEY CTL SCH DIST
SHERRILL CITY SCH DIST
UTICA CITY SCH DIST
WATERVILLE CENTRAL SCH
WESTMORELAND CTL SCHOOL
WHITESBORO CENTRAL SCHOOL DIST
School District
17 Active
17
Organizations
112 MOHAWK VALLEY CHAPTER OF TROUT UNLIMITED
189 BOOSTER CLUB INC
315 FOOLS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TH DISTRICT DEPARTMENT OF NEW YORK VETERANS OF FOREIGN WARS
982 VFW AUXILIARY TO REMSEN MEMORIAL POST
ABC HOUSING DEVELOPMENT FUND CO INC
ABIGAIL'S ATHLETES INC
ADIRONDACK FOOTHILLS ROTARY CLUB
ADIRONDACK GATEWAY BUSINESS ASSOCIATION INC
AFCEA EDUCATIONAL FOUNDATION
AGED TO PERFECTION INC
ALEXANDER HAMILTON INSTITUTE FOR THE
ALPHONSO JOHNSON ARCHIVES AND MUSEUM
ALS OF UTICA
AMALGAMATED TRANSIT UNION
AMANDA L KING MEMORIAL FUND
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
American Federation of Government 0201 AFGE Council 16-1496006
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
112 MOHAWK VALLEY CHAPTER OF TROUT UNLIMITED
189 BOOSTER CLUB INC
315 FOOLS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TH DISTRICT DEPARTMENT OF NEW YORK VETERANS OF FOREIGN WARS
982 VFW AUXILIARY TO REMSEN MEMORIAL POST
ABC HOUSING DEVELOPMENT FUND CO INC
ABIGAIL'S ATHLETES INC
ADIRONDACK FOOTHILLS ROTARY CLUB
ADIRONDACK GATEWAY BUSINESS ASSOCIATION INC
AFCEA EDUCATIONAL FOUNDATION
AGED TO PERFECTION INC
ALEXANDER HAMILTON INSTITUTE FOR THE
ALPHONSO JOHNSON ARCHIVES AND MUSEUM
ALS OF UTICA
AMALGAMATED TRANSIT UNION
AMANDA L KING MEMORIAL FUND
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
American Federation of Government 0201 AFGE Council 16-1496006
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
112 MOHAWK VALLEY CHAPTER OF TROUT UNLIMITED
189 BOOSTER CLUB INC
315 FOOLS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4TH DISTRICT DEPARTMENT OF NEW YORK VETERANS OF FOREIGN WARS
982 VFW AUXILIARY TO REMSEN MEMORIAL POST
ABC HOUSING DEVELOPMENT FUND CO INC
ABIGAIL'S ATHLETES INC
ADIRONDACK FOOTHILLS ROTARY CLUB
ADIRONDACK GATEWAY BUSINESS ASSOCIATION INC
AFCEA EDUCATIONAL FOUNDATION
AGED TO PERFECTION INC
ALEXANDER HAMILTON INSTITUTE FOR THE
ALPHONSO JOHNSON ARCHIVES AND MUSEUM
ALS OF UTICA
AMALGAMATED TRANSIT UNION
AMANDA L KING MEMORIAL FUND
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
American Federation of Government 0201 AFGE Council 16-1496006
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization
878 Active
878
Organizations
Community Partners139 organizations
CITY OF SHERRILL
Municipal Government·SHERRILL
NEW HARTFORD, TOWN OF
Municipal Government·NEW HARTFORD
NORTH BAY VOLUNTEER FIRE DEPARTMENT, INC.
Municipal Government·BLOSSVALE
TOWN OF BOONVILLE
Municipal Government·BOONVILLE
TOWN OF CAMDEN
Municipal Government·CAMDEN
TOWN OF FLORENCE TOWN HALL
Municipal Government·CAMDEN
TOWN OF LEE
Municipal Government·LEE CENTER
TOWN OF MARSHALL
Municipal Government·DEANSBORO
TOWN OF SANGERFIELD
Municipal Government·SANGERFIELD
TOWN OF TRENTON
Municipal Government·BARNEVELD
VILLAGE OF CLAYVILLE
Municipal Government·CLAYVILLE
VILLAGE OF REMSEN
Municipal Government·REMSEN
VILLAGE OF SYLVAN BEACH
Municipal Government·SYLVAN BEACH
VILLAGE OF YORKVILLE
Municipal Government·YORKVILLE
WESTMORELAND VOLUNTEER FIRE COMPANY
Municipal Government·WESTMORELAND
CASSVILLE FIRE DISTRICT
Special District·CASSVILLE
Clark Mills Fire District
Special District·Clark Mills
DEANSBORO FIRE DISTRICT
Special District·DEANSBORO
DUNHAM PUBLIC LIBRARY
Special District·WHITESBORO
DURHAMVILLE FIRE DISTRICT
Special District·DURHAMVILLE
FLOYD FIRE DISTRICT
Special District·ROME
LEE TOWN FIRE DISTRICT
Special District·LEE CENTER
MCCONNELLSVILLE FIRE DISTRICT
Special District·MC CONNELLSVILLE
NEW LONDON FIRE DISTRICT
Special District·ROME
NORTH BAY FIRE DISTRICT
Special District·NORTH BAY
PARIS HILL FIRE DISTRICT
Special District·SAUQUOIT
SAUQUOIT FIRE DISTRICT 1
Special District·SAUQUOIT
STITTVILLE FIRE DISTRICT
Special District·STITTVILLE
SYLVAN BEACH FIRE DISTRICT
Special District·SYLVAN BEACH
TRENTON JOINT FIRE DISTRICT
Special District·BARNEVELD
VIENNA FIRE DISTRICT
Special District·BLOSSVALE
VILLAGE OF BOONVILLE MUNICIPAL COMMISSION
Special District·BOONVILLE
WESTMORELAND FIRE DISTRICT
Special District·WESTMORELAND
MADISON ONEIDA BOCES
School District·VERONA
NEW HARTFORD CTL SCH DIST
School District·NEW HARTFORD
ONEIDA-HERKIMER-MADISON BOCES
School District·NEW HARTFORD
112 MOHAWK VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WHITESBORO
189 BOOSTER CLUB INC
Nonprofit Organization·NEW YORK MILLS
315 FOOLS INC
Nonprofit Organization·Oriskany
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Holland Patent
4TH DISTRICT DEPARTMENT OF NEW YORK VETERANS OF FOREIGN WARS
Nonprofit Organization·Remsen
982 VFW AUXILIARY TO REMSEN MEMORIAL POST
Nonprofit Organization·Remsen
ABC HOUSING DEVELOPMENT FUND CO INC
Nonprofit Organization·ROME
ABIGAIL'S ATHLETES INC
Nonprofit Organization·SAUQUOIT
ADIRONDACK FOOTHILLS ROTARY CLUB
Nonprofit Organization·BARNEVELD
ADIRONDACK GATEWAY BUSINESS ASSOCIATION INC
Nonprofit Organization·Barneveld
AFCEA EDUCATIONAL FOUNDATION
Nonprofit Organization·ROME
AGED TO PERFECTION INC
Nonprofit Organization·Rome
ALEXANDER HAMILTON INSTITUTE FOR THE
Nonprofit Organization·CLINTON
ALPHONSO JOHNSON ARCHIVES AND MUSEUM
Nonprofit Organization·Rome
ALS OF UTICA
Nonprofit Organization·MARCY
AMALGAMATED TRANSIT UNION
Nonprofit Organization·Rome
AMANDA L KING MEMORIAL FUND
Nonprofit Organization·Taberg
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·New Hartford
American Federation of Government 0201 AFGE Council 16-1496006
Nonprofit Organization·Rome
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Rome
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Rome
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·BLOSSVALE
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New Hartford
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Verona
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Holland Patent
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Westmoreland
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New York Mills
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New Hartford
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New Hartford
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Remsen
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New Hartford
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Clinton
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Sauquoit
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·ROME
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Sauquoit
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·Waterville
AMERICAN FEDERATION OF TEACHERS Whitesboro Teachers Association
Nonprofit Organization·MARCY
AMERICAN INDIAN ACTION FUND INC
Nonprofit Organization·VERONA
AMERICAN LEGION
Nonprofit Organization·Clayville
AMERICAN LEGION
Nonprofit Organization·ORISKANY FALLS
AMERICAN LEGION
Nonprofit Organization·Clinton
AMERICAN LEGION
Nonprofit Organization·Clark Mills
AMERICAN LEGION
Nonprofit Organization·Holland Patent
AMERICAN LEGION
Nonprofit Organization·Remsen
AMERICAN LEGION
Nonprofit Organization·NEW HARTFORD
AMERICAN LEGION 1309 MEEKER OROURKE
Nonprofit Organization·TABERG
AMERICAN LEGION 1846 WESTERN MEMORIAL INC
Nonprofit Organization·WESTERNVILLE
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Taberg
AMERICAN LEGION AUXILIARY
Nonprofit Organization·ORISKANY FALLS
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Holland Patent