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RIA / WealthAdvisorCertified Financial Planner25 years in industry

MICHAEL PETER MANSUR

Advisor at ASCENTIS WEALTH MANAGEMENT, LLC

DALLAS, TX

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Search this name across graphsid dfx:ria:46a26b5a-1837-e813-e54e-0cf147ae8d11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Feb 21, 2002 to Sep 14, 2026

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

Current firm: ASCENTIS WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 12, 2001
First registration: Feb 21, 2002
Dual registered: no
IAPD individual key: 2966580

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ASCENTIS WEALTH MANAGEMENT, LLC	Independent wealth	Jul 12, 2024	n/a	yes	DALLAS, TX	Current employment
ORG PARTNERS	Former SEC adviser	May 17, 2021	Jan 5, 2026	no	Dallas, TX\|DALLAS, TX	Previous registration
CASTLEVIEW ADVISORY	n/a	Jan 28, 2019	Dec 31, 2019	no	ADDISON, TX	Previous registration
CASTLEVIEW ADVISORY	n/a	Mar 13, 2018	Dec 31, 2018	no	ADDISON, TX	Previous registration
CASTLEVIEW ADVISORY	n/a	Mar 15, 2016	Dec 31, 2017	no	ADDISON, TX	Previous registration
CASTLEVIEW PARTNERS, LLC	Independent wealth	Oct 9, 2015	Dec 31, 2021	no	DALLAS, TX\|Dallas, TX	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Mar 25, 2009	Oct 16, 2015	no	DALLAS, TX	Previous registration
STANFORD GROUP COMPANY	n/a	Nov 3, 2006	Mar 25, 2009	no	DALLAS, TX	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 21, 2002	Nov 8, 2006	no	ARLINGTON, TX\|ARLINGTON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ORG PARTNERS	ASCENTIS WEALTH MANAGEMENT, LLC	Jan 5, 2026	Jul 12, 2024	-542	Firm change after gap	Other
CASTLEVIEW PARTNERS, LLC	CASTLEVIEW ADVISORY	Dec 31, 2021	Mar 15, 2016	-2,117	Firm change after gap	Other
CASTLEVIEW ADVISORY	ORG PARTNERS	Dec 31, 2019	May 17, 2021	503	Firm change after gap	Other
STIFEL, NICOLAUS & COMPANY, INCORPORATED	CASTLEVIEW PARTNERS, LLC	Oct 16, 2015	Oct 9, 2015	-7	Firm change	Ibd to new firm
STANFORD GROUP COMPANY	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Mar 25, 2009	Mar 25, 2009	0	Firm change	Other
MORGAN STANLEY DW INC.	STANFORD GROUP COMPANY	Nov 8, 2006	Nov 3, 2006	-5	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
312728:330923:TX:2026-01-05	Jan 5, 2026	Jul 12, 2024	DALLAS, TX	Firm change after gap

Relationships

Registered with (7)

→ ASCENTIS WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 12, 2024 to presentfactForm ADV
→ ORG PARTNERSRegistered adviserregistration: previous registration
May 17, 2021 to Jan 5, 2026factForm ADV
→ CASTLEVIEW PARTNERS, LLCRegistered adviserregistration: previous registration
Oct 9, 2015 to Dec 31, 2021factForm ADV
→ CASTLEVIEW ADVISORYRegistered adviserregistration: previous registration
Jan 28, 2019 to Dec 31, 2019factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Mar 25, 2009 to Oct 16, 2015factForm ADV
→ STANFORD GROUP COMPANYRegistered adviserregistration: previous registration
Nov 3, 2006 to Mar 25, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 21, 2002 to Nov 8, 2006factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Michael Peter Mansur left Org Partners for Ascentis Wealth Management, Llc (registered 2024-07-12)
Form ADVobserved 4 days ago