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Ascentis Wealth Management
DALLAS, TX
CRD: 330923
In network coverage since October 10, 2026 · 2 stories
$596MRegulatory AUMSEC Form ADV · Oct 24
9EmployeesForm ADV
Regulatory AUM · Oct 10 – Oct 24
Network coverage
Features
UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
UBS recruited eight teams and $5.3 billion of disclosed books while $11 billion walked out. An advisor holding the offer should price it after forfeiture, against that record.