Ascentis Wealth Management, Llc
- Regulatory AUM
- $596M
- Discretionary
- $481M
- Clients
- 259
- Avg AUM / client
- $2.3M
- Accounts
- 814
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $30.0M | 5.04% |
| High net worth individuals | 120 | $456M | 76.5% |
| Pension and profit sharing plans | 5 | $3.4M | 0.57% |
| Charitable organizations | 1 | $804K | 0.13% |
| Insurance companies | 2 | $3.5M | 0.58% |
| Corporations and other businesses | 36 | $102M | 17.2% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Catherine Gaynell Bailey | Director Of Advisor Relations | Mar 2024 (2y) | Less than 5% | |
| Kidwell, Justine, Marie | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Michael Peter Mansur | President | CFP | Mar 2024 (2y) | ≈ 21.09% – 75% via Org Partners Holdings, Llc |
| Sorenson, Clinton, Wayne | Chief Investment Officer | Mar 2024 (2y) | ≈ 21.09% – 75% via Org Partners Holdings, Llc | |
| Douglas Michael Wood | Registered representative | CFP | Jul 2024 (2y) | |
| William H Little | Registered representative | Jul 2024 (2y) | ||
| Kimberly T Abmeyer | Registered representative | CFP CFA | Feb 2025 (1y) | |
| Alisha Zianne Reilly | Registered representative | CFP | Feb 2025 (1y) | |
| Ryan Michael Uszenski | Registered representative | Feb 2026 (0y) | ||
| Kevin Scott Gray | Registered representative | Jun 2026 (0y) | ||
| Niko Stone Puritz | Registered representative | CFP | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Org Partners Operations, Llc. | Owner | Mar 2024 | A | 75% or more |
| Org Partners Enterprise, Llc | Owner | Mar 2024 | B | ≈ 56.25% – 100% via Org Partners Operations, Llc. |
| Org Partners Holdings, Llc | Owner | Mar 2024 | B | ≈ 42.19% – 100% via Org Partners Enterprise, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Michael Peter Mansur: 50% – 75% of Org Partners Holdings, Llc × 75% – 100% of Org Partners Enterprise, Llc × 75% – 100% of Org Partners Operations, Llc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Sorenson, Clinton, Wayne: 50% – 75% of Org Partners Holdings, Llc × 75% – 100% of Org Partners Enterprise, Llc × 75% – 100% of Org Partners Operations, Llc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Org Partners Enterprise, Llc: 75% – 100% of Org Partners Operations, Llc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Org Partners Holdings, Llc: 75% – 100% of Org Partners Enterprise, Llc × 75% – 100% of Org Partners Operations, Llc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FINANCIAL PLANNING FEES
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗