DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASCENTIS WEALTH MANAGEMENT, LLC

CRD 330923

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a583edd-bafa-6b29-14ea-8c81669f72c4

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 13
On other graphs: 0
Observed: Mar 27, 2024 to May 13, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $596MItem 5.F on the latest filing (2026-05-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $481M
Private client RAUM: $486MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $74.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 814
Individual clients: 95
High net worth clients: 120
SEC number: 801-130034
CRD: 330923
Filings on the tape: 15
First filed: Mar 27, 2024
Latest filed: May 13, 2026
Organised: Limited Liability Company, DE
Website: ascentiswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL PETER MANSUR	Certified Financial Planner	DALLAS, TX	2	25	8	no
William H Little	n/a	DALLAS, TX	2	12	2	no
ALISHA ZIANNE REILLY	Certified Financial Planner	DALLAS, TX	1	16	5	no
RYAN MICHAEL USZENSKI	n/a	DALLAS, TX \| St. Thomas, VI	0	22	4	no
KEVIN SCOTT GRAY	n/a	DALLAS, TX	0	23	6	no
NIKO STONE PURITZ	Certified Financial Planner	DALLAS, TX	0	10	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANSUR, MICHAEL, PETER	Owner	D	yes	03/2024	Apr 5, 2024	Aug 23, 2024
MANSUR, MICHAEL, PETER	President	Na	yes	03/2024	Apr 5, 2024	Aug 23, 2024
ORG PARTNERS OPERATIONS, LLC.	Owner	E	yes	03/2024	Mar 27, 2024	Aug 23, 2024
SORENSON, CLINTON, WAYNE	Owner	D	yes	03/2024	Mar 27, 2024	Aug 23, 2024
SORENSON, CLINTON, WAYNE	CHIEF INVESTMENT OFFICER	Na	yes	03/2024	Mar 27, 2024	Aug 23, 2024
BAILEY, CATHERINE, GAYNELL	DIRECTOR OF ADVISOR RELATIONS	Na	no	03/2024	Apr 5, 2024	Aug 23, 2024
KIDWELL, JUSTINE, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	03/2024	Mar 27, 2024	Aug 23, 2024
ORG PARTNERS ENTERPRISE, LLC	Owner	E	no	03/2024	Apr 5, 2024	Aug 23, 2024
ORG PARTNERS HOLDINGS, LLC	Owner	E	no	03/2024	Apr 12, 2024	Aug 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ORG PARTNERS LLC	n/a	Former SEC adviser	$773M	N	yes	n/a
STRATEGIC WEALTH CAPITAL, LLC	n/a	Independent wealth	$238M	N	yes	n/a
SOUND FINANCIAL STRATEGIES GROUP, LLC	n/a	Independent wealth	$218M	N	yes	n/a
ORG PARTNERS ASSET MANAGEMENT LLC	n/a	Former SEC adviser	$0	N	yes	n/a
TRUEDGE ASSET MANAGEMENT LLC	n/a	No RAUM reported	$0	N	yes	n/a
WEALTHSHIELD LLC	n/a	Former SEC adviser	$0	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$596M	$481M	9	5	0	n/a	n/a
2024	Mar 31, 2025	$416M	$347M	9	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	2	0	0	8	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$596M	$416M	43.3%	n/a	n/a	9	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORY SERVICES NETWORK	2	Jul 1, 2026	Jun 24, 2026	FRISCO, TX	Team lift out	RIA to RIA	0.8%
ORG PARTNERS	3	Jan 5, 2026	Jul 12, 2024	DALLAS, TX	Team lift out	RIA to RIA	15.0%

Relationships

Registered with (8)

← NIKO STONE PURITZAdvisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← KEVIN SCOTT GRAYAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← RYAN MICHAEL USZENSKIAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← ALISHA ZIANNE REILLYAdvisorregistration: current employment
Feb 19, 2025 to presentfactForm ADV
← KIMBERLY T ABMEYERAdvisorregistration: current employment
Feb 18, 2025 to presentfactForm ADV
← MICHAEL PETER MANSURAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← William H LittleAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV
← Douglas Michael WoodAdvisorregistration: current employment
Jul 12, 2024 to presentfactForm ADV

Affiliated with (7)

→ SOUND FINANCIAL STRATEGIES GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ WEALTHSHIELD LLCRegistered adviserother investment adviser, common control
factForm ADV
→ ORG PARTNERSRegistered adviserother investment adviser, common control
factForm ADV
→ TRUEDGE ASSET MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ STRATEGIC WEALTH CAPITALRegistered adviserother investment adviser, common control
factForm ADV
→ ORG PARTNERS ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← ORG PARTNERS ASSET MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV

Moved with (2)

← ADVISORY SERVICES NETWORKRegistered adviser2 advisors, team lift out, same day
Jul 1, 2026 to Jun 24, 2026factForm ADV
← ORG PARTNERSRegistered adviser3 advisors, team lift out, same day
Jan 5, 2026 to Jul 12, 2024factForm ADV

Owns (4)

← BAILEY, CATHERINE, GAYNELLOwnerDIRECTOR OF ADVISOR RELATIONS, ownership code NA, individual
Apr 5, 2024 to Aug 23, 2024factForm ADV
← KIDWELL, JUSTINE, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2024 to Aug 23, 2024factForm ADV
← ORG PARTNERS ENTERPRISE, LLCOwnerOWNER, ownership code E, domestic entity
Apr 5, 2024 to Aug 23, 2024factForm ADV
← ORG PARTNERS HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Apr 12, 2024 to Aug 23, 2024factForm ADV

Controls (3)

← MANSUR, MICHAEL, PETEROwnerOWNER, ownership code D, individual
Apr 5, 2024 to Aug 23, 2024factForm ADV
← SORENSON, CLINTON, WAYNEOwnerOWNER, ownership code D, individual
Mar 27, 2024 to Aug 23, 2024factForm ADV
← ORG PARTNERS OPERATIONS, LLC.OwnerOWNER, ownership code E, domestic entity
Mar 27, 2024 to Aug 23, 2024factForm ADV

Dated events

Occurred
Jul 1, 2026
Team lift-out
2 advisors left Advisory Services Network (Dallas, TX) for Ascentis Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 5, 2026
Team lift-out
3 advisors left Org Partners (Dallas, TX) for Ascentis Wealth Management, LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Aug 4, 2025
Regulatory AUM changed
Ascentis Wealth Management, Llc reported RAUM $556.5M, up 34% from $415.8M (2025-03-31 to 2025-08-04)
Form ADVobserved 4 days ago
$141M
Occurred
Mar 31, 2025
Regulatory AUM changed
Ascentis Wealth Management, Llc reported RAUM $415.8M, up 68% from $247.9M (2025-02-27 to 2025-03-31)
Form ADVobserved 4 days ago
$168M
Occurred
Jul 12, 2024
Control person left
R Joel Holden (Chief Operating Officer) no longer on Schedule A of Ascentis Wealth Management, Llc (listed 2024-05-28, absent 2024-07-12)
Form ADVobserved 4 days ago
Occurred
Apr 12, 2024
Control person left
Michael Ryan Uszenski (Co-Founder) no longer on Schedule A of Ascentis Wealth Management, Llc (listed 2024-04-09, absent 2024-04-12)
Form ADVobserved 4 days ago
Occurred
Apr 12, 2024
Control person left
Jeffrey Todd Stewart (Co-Founder) no longer on Schedule A of Ascentis Wealth Management, Llc (listed 2024-04-09, absent 2024-04-12)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2024
Control person joined
Peter Michael Mansur (President) appeared on Schedule A of Ascentis Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Apr 5, 2024
Control person joined
Michael Ryan Uszenski (Co-Founder) appeared on Schedule A of Ascentis Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Apr 5, 2024
Control person joined
Tyler Chris Mcalpin (Co-Founder) appeared on Schedule A of Ascentis Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Apr 5, 2024
Control person joined
R Joel Holden (Chief Operating Officer) appeared on Schedule A of Ascentis Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Apr 5, 2024
Control person joined
Jeffrey Todd Stewart (Co-Founder) appeared on Schedule A of Ascentis Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
First Form ADV filing
Org Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a583edd-bafa-6b29-14ea-8c81669f72c4
First observed: Mar 27, 2024
Last observed: May 13, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASCENTIS WEALTH MANAGEMENT, LLC

CRD 330923

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a583edd-bafa-6b29-14ea-8c81669f72c4

Data as of May 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:58 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL PETER MANSUR

Certified Financial Planner

DALLAS, TX

William H Little

n/a

DALLAS, TX

ALISHA ZIANNE REILLY

Certified Financial Planner

DALLAS, TX

RYAN MICHAEL USZENSKI

n/a

DALLAS, TX | St. Thomas, VI

KEVIN SCOTT GRAY

n/a

DALLAS, TX

NIKO STONE PURITZ

Certified Financial Planner

DALLAS, TX

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANSUR, MICHAEL, PETER

Owner

yes

03/2024

Apr 5, 2024

Aug 23, 2024

MANSUR, MICHAEL, PETER

President

yes

03/2024

Apr 5, 2024

Aug 23, 2024

ORG PARTNERS OPERATIONS, LLC.

Owner

yes

03/2024

Mar 27, 2024

Aug 23, 2024

SORENSON, CLINTON, WAYNE

Owner

yes

03/2024

Mar 27, 2024

Aug 23, 2024

SORENSON, CLINTON, WAYNE

CHIEF INVESTMENT OFFICER

yes

03/2024

Mar 27, 2024

Aug 23, 2024

BAILEY, CATHERINE, GAYNELL

DIRECTOR OF ADVISOR RELATIONS

03/2024

Apr 5, 2024

Aug 23, 2024

KIDWELL, JUSTINE, MARIE

CHIEF COMPLIANCE OFFICER

03/2024

Mar 27, 2024

Aug 23, 2024

ORG PARTNERS ENTERPRISE, LLC

Owner

03/2024

Apr 5, 2024

Aug 23, 2024

ORG PARTNERS HOLDINGS, LLC

Owner

03/2024

Apr 12, 2024

Aug 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ORG PARTNERS LLC

n/a

Former SEC adviser

$773M

yes

n/a

STRATEGIC WEALTH CAPITAL, LLC

n/a

Independent wealth

$238M

yes

n/a

SOUND FINANCIAL STRATEGIES GROUP, LLC

n/a

Independent wealth

$218M

yes

n/a

ORG PARTNERS ASSET MANAGEMENT LLC

n/a

Former SEC adviser

yes

n/a

TRUEDGE ASSET MANAGEMENT LLC

n/a

No RAUM reported

yes

n/a

WEALTHSHIELD LLC

n/a

Former SEC adviser

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$596M

$481M

n/a

2024

Mar 31, 2025

$416M

$347M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$596M

$416M

43.3%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORY SERVICES NETWORK

Jul 1, 2026

Jun 24, 2026

FRISCO, TX

Team lift out

RIA to RIA

0.8%

ORG PARTNERS

Jan 5, 2026

Jul 12, 2024

DALLAS, TX

Team lift out

RIA to RIA

15.0%