DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Ascentis Wealth Management, LLC

Independent wealth managerDallas, TexasCRD 330923SEC 801-130034websiteIAPD
Latest filing May 13, 2026
First filing on the tape Mar 27, 2024 · 15 filings
SEC status approved since Apr 25, 2024
RAUM
$596M
reported, Item 5.F
Discretionary
81%
of RAUM
Private clients
82%
$486M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$74.5M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$596M as of May 13, 2026
Feb 27, 2025$248M then
HNW client RAUM$456M as of May 13, 2026
Feb 27, 2025$235M then
State-registered IARs (5.B.3)0 as of May 13, 2026
Feb 27, 20250 then
Employees (5.A)9 as of May 13, 2026
Feb 27, 20256 then
Private funds: no history
RAUM +43% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 13, 2026; every figure names its basis
Archetypes, each a printed rule
RAUM per advisor
$74.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
27derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.8MderivedHNW RAUM over HNW clients
Average account
$731,842derivedRAUM over accounts (5.F.2.f)
Discretionary
81%derivedof RAUM
Institutional
1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+43%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+79%derived
Compensation
percentage of assets, otherreportedItem 5.E
Advisory activities
financial planningreportedItem 5.G
Wrap fee program
$218MreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$456M77%
  • Corporations and businesses$102M17%
  • Individuals$30.0M5.0%
  • Insurance companies$3.5M0.6%
  • Pension and profit-sharing plans$3.4M0.6%
  • Charitable organizations$804,0330.1%
Individual clients
95reported
HNW clients
120reported
Pension plan clients
5reported
Charitable clients
1reported
Accounts
814reported
Financial planning clients
1-10reported
Wrap fee programs
$218M sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.82 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William H LittleDallas, TxJul 12, 202412 y2
Michael Peter MansurCertified Financial PlannerDallas, TxJul 12, 202425 y8
Alisha Zianne ReillyCertified Financial PlannerDallas, TxFeb 19, 202516 y5
Ryan Michael UszenskiDallas, Tx Feb 4, 202622 y4
Kevin Scott GrayDallas, TxJun 23, 202623 y6
Niko Stone PuritzCertified Financial PlannerDallas, TxJun 24, 202610 y4
Advisor movement
0 left, 3 joined in 12 months
net +3 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Teams: two or more advisors moving together within fourteen days, from one state
      Teams outTeams in
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Peter Michael Mansur · Presidentcontrol
        since 03/2024 · owns less than 5%
      • Wayne Clinton Sorenson · Chief Investment Officercontrol
        since 03/2024 · owns less than 5%
      • Peter Michael Mansur · Ownercontrol
        since 03/2024 · owns 50% to 75% of Org Partners Holdings, LLC
      • Wayne Clinton Sorenson · Ownercontrol
        since 03/2024 · owns 50% to 75% of Org Partners Holdings, LLC
      • Gaynell Catherine Bailey · Director Of Advisor Relations
        since 03/2024 · owns less than 5%
      • Marie Justine Kidwell · Chief Compliance Officer
        since 03/2024 · owns less than 5%
      Entity owners
      • Org Partners Operations, LLC. · Owner
        direct · owns 75% or more
      • Org Partners Enterprise, LLC · Owner
        indirect · owns 75% or more of Org Partners Operations, LLC.
      • Org Partners Holdings, LLC · Owner
        indirect · owns 75% or more of Org Partners Enterprise, LLC
      Related persons
      Schedule D 7.A
      Advisers that list Ascentis Wealth Management, LLC as a related person
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Dallas, Tx · principal830
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • client count surgeChange between filings · filing Mar 31, 2026
        individual and HNW clients (Item 5.D) moved from 120.0 to 215.0 (+79.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (1216 comparable advisers, 99.0th percentile of changes)
        peers: independent wealth managers, $500M to $1B (1,216) · 99% percentile
      • RAUM up 25 %Change between filings · filing Mar 31, 2026
        RAUM (Item 5.F) moved from $415,794,260 to $595,719,066 (+43.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +16.0% (1386 comparable advisers, 92.0th percentile of changes)
        peers: independent wealth managers, $500M to $1B (1,386) · 92% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 808 to 814
        Nov 14, 2025 to Mar 31, 2026
      • Charity clients · 2 to 1
        Nov 14, 2025 to Mar 31, 2026
      • Corporate clients · 25 to 36
        Nov 14, 2025 to Mar 31, 2026
      • HNW clients · 112 to 120
        Nov 14, 2025 to Mar 31, 2026
      • Individual clients · 99 to 95
        Nov 14, 2025 to Mar 31, 2026
      • Pension plan clients · 4 to 5
        Nov 14, 2025 to Mar 31, 2026
      • Discretionary RAUM · $478M to $481M
        Nov 14, 2025 to Mar 31, 2026
      • HNW RAUM · $435M to $456M
        Nov 14, 2025 to Mar 31, 2026
      • Individual RAUM · $31.9M to $30.0M
        Nov 14, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $78.5M to $115M
        Nov 14, 2025 to Mar 31, 2026
      • Pension RAUM · $1.8M to $3.4M
        Nov 14, 2025 to Mar 31, 2026
      • RAUM · $557M to $596M
        Nov 14, 2025 to Mar 31, 2026
      • Wrap assets (sponsor) · $213M to $218M
        Nov 14, 2025 to Mar 31, 2026
      • Accounts · 170 to 808
        Mar 31, 2025 to Aug 4, 2025
      • Business name · ORG WEALTH PARTNERS to ASCENTIS WEALTH MANAGEMENT, LLC
        Mar 31, 2025 to Aug 4, 2025
      • Charity clients · unset to 2.0
        Mar 31, 2025 to Aug 4, 2025
      • Corporate clients · 13 to 25
        Mar 31, 2025 to Aug 4, 2025
      • HNW clients · 82 to 112
        Mar 31, 2025 to Aug 4, 2025
      • Individual clients · 38 to 99
        Mar 31, 2025 to Aug 4, 2025
      • Pension plan clients · 3 to 4
        Mar 31, 2025 to Aug 4, 2025
      • Legal name · ORG WEALTH PARTNERS LLC to ASCENTIS WEALTH MANAGEMENT, LLC
        Mar 31, 2025 to Aug 4, 2025
      • Discretionary RAUM · $347M to $478M
        Mar 31, 2025 to Aug 4, 2025
      • HNW RAUM · $339M to $435M
        Mar 31, 2025 to Aug 4, 2025
      • Individual RAUM · $12.2M to $31.9M
        Mar 31, 2025 to Aug 4, 2025
      • Non-discretionary RAUM · $69.0M to $78.5M
        Mar 31, 2025 to Aug 4, 2025
      • Pension RAUM · $1.5M to $1.8M
        Mar 31, 2025 to Aug 4, 2025
      • RAUM · $416M to $557M
        Mar 31, 2025 to Aug 4, 2025
      • Wrap assets (sponsor) · $216M to $213M
        Mar 31, 2025 to Aug 4, 2025
      • Accounts · 481 to 170
        Feb 27, 2025 to Mar 31, 2025
      • Advisory employees · 1 to 5
        Feb 27, 2025 to Mar 31, 2025
      • Corporate clients · unset to 13.0
        Feb 27, 2025 to Mar 31, 2025
      • HNW clients · 41 to 82
        Feb 27, 2025 to Mar 31, 2025
      • Individual clients · 75 to 38
        Feb 27, 2025 to Mar 31, 2025
      • Pension plan clients · unset to 3.0
        Feb 27, 2025 to Mar 31, 2025
      • Employees · 6 to 9
        Feb 27, 2025 to Mar 31, 2025
      • Financial planning clients · 0 to 1-10
        Feb 27, 2025 to Mar 31, 2025
      • Discretionary RAUM · $203M to $347M
        Feb 27, 2025 to Mar 31, 2025
      • HNW RAUM · $235M to $339M
        Feb 27, 2025 to Mar 31, 2025
      • Individual RAUM · $12.4M to $12.2M
        Feb 27, 2025 to Mar 31, 2025
      • Non-discretionary RAUM · $45.2M to $69.0M
        Feb 27, 2025 to Mar 31, 2025
      Signals
      13 dated events
      • 2 advisors left Advisory Services Network (Dallas, TX) for Ascentis Wealth Management, LLC on the same day
        Jul 1, 2026 · Team lift-out · derived
      • 3 advisors left Org Partners (Dallas, TX) for Ascentis Wealth Management, LLC on the same day
        Jan 5, 2026 · Team lift-out · derived
      • Ascentis Wealth Management, Llc reported RAUM $556.5M, up 34% from $415.8M (2025-03-31 to 2025-08-04)
        Aug 4, 2025 · RAUM change · derived
      • Ascentis Wealth Management, Llc reported RAUM $415.8M, up 68% from $247.9M (2025-02-27 to 2025-03-31)
        Mar 31, 2025 · RAUM change · derived
      • R Joel Holden (Chief Operating Officer) no longer on Schedule A of Ascentis Wealth Management, Llc (listed 2024-05-28, absent 2024-07-12)
        Jul 12, 2024 · Control person left · inference
      • Michael Ryan Uszenski (Co-Founder) no longer on Schedule A of Ascentis Wealth Management, Llc (listed 2024-04-09, absent 2024-04-12)
        Apr 12, 2024 · Control person left · inference
      • Jeffrey Todd Stewart (Co-Founder) no longer on Schedule A of Ascentis Wealth Management, Llc (listed 2024-04-09, absent 2024-04-12)
        Apr 12, 2024 · Control person left · inference
      • Peter Michael Mansur (President) appeared on Schedule A of Ascentis Wealth Management, Llc
        Apr 5, 2024 · Control person joined · fact
      • Michael Ryan Uszenski (Co-Founder) appeared on Schedule A of Ascentis Wealth Management, Llc
        Apr 5, 2024 · Control person joined · fact
      • Tyler Chris Mcalpin (Co-Founder) appeared on Schedule A of Ascentis Wealth Management, Llc
        Apr 5, 2024 · Control person joined · fact
      • R Joel Holden (Chief Operating Officer) appeared on Schedule A of Ascentis Wealth Management, Llc
        Apr 5, 2024 · Control person joined · fact
      • Jeffrey Todd Stewart (Co-Founder) appeared on Schedule A of Ascentis Wealth Management, Llc
        Apr 5, 2024 · Control person joined · fact
      • Org Wealth Partners filed its initial SEC registration (Form ADV)
        Mar 27, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Website
      ascentiswealth.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      214-440-3909reportedpublic record, Form ADV, May 13, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      $74.5Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026