Data / Investment advisers / Utah / Ascend Investment Partners
Ascend Investment Partners, Ogden, UT: $661 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ascend Investment Partners is an SEC registered investment adviser with its main office in Ogden, Utah and reports $661 million in regulatory assets under management in its Form ADV filed June 24, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Ascend Investment Partners (CRD number 307667): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 307667
- SEC file number
- 801-118514
- SEC status
- Approved, effective April 23, 2020
- Legal name
- Kesler, Norman & Wride, LLC
- Main office
- 2225 Washington Blvd. Suite 110, Ogden, UT 84401
- Phone
- (801) 476-1200
- Website
- ascendinvestment.com
- Regulatory AUM
- $661,412,755 in the Form ADV filed June 24, 2026
- Discretionary AUM
- $659,280,831
- Non discretionary AUM
- $2,131,924
- Accounts
- 2,122
- Employees
- 9, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 183 | $447.8 million |
| Individuals (other than high net worth individuals) | 748 | $172.7 million |
| Charitable organizations | 8 | $14.8 million |
| Pension and profit sharing plans | 15 | $14.6 million |
| Corporations or other businesses | 7 | $11.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $661.4 million | March 9, 2026 |
| December 1, 2025 | $618.8 million | August 22, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Zions Capital Advisors, Inc. | Salt Lake City | $830.8 million | Not listed | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | $829.7 million | Not listed | adviserinfo.sec.gov |
| M3f, Inc. | Salt Lake City | $778.2 million | 1 | adviserinfo.sec.gov |
| Solidarity Wealth, LLC | Lehi | $704.2 million | Not listed | adviserinfo.sec.gov |
| Abg Consultants | Cottonwood Heights | $697.4 million | Not listed | adviserinfo.sec.gov |
| Accuvest Global Advisors, Inc. | Provo | $630.5 million | 1 | adviserinfo.sec.gov |
| Banner Capital Management, LLC | Lehi | $619.2 million | 6 | adviserinfo.sec.gov |
| Lunt Capital Management Inc. | Holladay | $601.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Ascend Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.