Ascent Wealth Strategies

10+
Downloads
Content rating
Everyone
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About this app

View all your Ascent investment accounts in one location to further analyze performance , allocations and more. Streamline commincations with your financial advisor using two-way document sharing via the secure vault. Receive notifications when your advisor has posted to your vault.
Updated on
Aug 20, 2025

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Device or other IDs
Data isn’t encrypted
Data can’t be deleted

What’s new

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App support

Phone number
+12064375964
About the developer
ASCENT WEALTH STRATEGIES, LLC
bdesancic@ascentwealthstrategies.com
212 W Ironwood Dr # D651 Coeur D Alene, ID 83814-1403 United States
+1 206-437-5964

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