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Ascendor Wealth, LLC CRD 148969
$146M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5700 Oleander Drive, Wilmington, NC 28403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-28 |
| NC | RA | APPROVED | 2009-08-11 |
Branch Locations
8006 Linville Road, Suite B, Oak Ridge, NC 27130 • United States
5700 Oleander Drive, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ascendor Wealth, Llc | Wilmington | NC | 05/2009 | Present |
| Graves May, Pllc | Wilmington | NC | 07/2013 | Present |
| Sicarius, Llc | Wilmington | NC | 07/2013 | Present |
| Dormie, Llc | Wilmington | NC | 09/2018 | Present |
| Parlay Holdings | Wilmington | NC | 09/2022 | Present |
SICARIUS, LLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC RENTAL PROPERTY MANAGER 07/2013 APPROXIMATELY 5 APPROXIMATELY 2 OR LESS LANDLORD GRAVES MAY, PLLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC CONSULTANT EMPLOYEE 07/2013 APPROXIMATELY 1-5 APPROXIMATELY 1-2 ADMINISTRATIVE DORMIE, LLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC RENTAL PROPERTY MANAGER 09/2018 APPROXIMATELY 5 Parlay Holdings, LLC NON-INVESTMENT RELATED 5700 OLEANDER, WILMINGTON, NC RENTAL PROPERTY MANAGER 09/2022 APPROXIMATELY 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-10 |
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