Ascentis Family Wealth serves clients from UHNW investors to athletes.
Ascentis
Wealth Management, part of Ascentis Holdings – a group
holding RIA firms – yesterday said it is welcoming Ascentis
Family Wealth. It is a newly-launched wealth advisory firm – led
by Kevin Gray – based in Dallas.Â
Previously, Gray founded Veracity Capital and served as its CEO.
Once all assets have been transferred over, Ascentis Family
Wealth will have about $250 million in assets under management.
It is a member of Advisory Services Network, which will provide
the firm with operations solutions and compliance support.
Ascentis Family Wealth specializes in serving high net worth and
ultra-HNW investors and their families, entrepreneurs, business
owners, wealth creators and athletes. Other members of the team
include Niko Puritz wealth advisor, and Lisa Monello, client
relationship specialist.
The announcement comes after the formal launch in January of
Ascentis Holdings, a unified wealth management and asset
management platform comprising three businesses under one
company: Ascentis Wealth Management (AWM), Ascentis Asset
Management (AAM), and Ascentis Independent Advisors (AIA).
Michael Mansur and Clint Sorenson founded and oversee Ascentis
Holdings and serve as CEOs of AWM and AAM, respectively. John
Nahas leads AIA and is a founding partner in the broader Ascentis
platform.