LeadIQ logo
Learn more at LeadIQ.com
Ascent Wealth Partners, LLC logo

Ascent Wealth Partners, LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

Ascent Wealth Partners, LLC operates in the investment management field as an independent financial services firm. Based in New Hartford, New York, the company maintains offices in Utica, Saratoga Springs, and Elmira and provides investment advisory and related services to clients nationwide.

Its client base includes successful individuals, their families, and business owners seeking comprehensive wealth management and retirement plan consulting. The retirement plan practice leverages practical, hands-on experience in handling legal and fiduciary issues, plan design, and administration, with leadership drawn from Brad Kowalczyk, J.D., LL.M, Neil Edmonds, and Mark Moshier, CPA. The founders—Brad Kowalczyk, Mark Moshier, and Scott McCartney, CFA—bring more than seventy years of combined experience to the advisory work, and the firm emphasizes a client-centered approach designed to help clients identify and pursue their life goals.

Find Ascent Wealth Partners, LLC employees' phone numbers or email addresses

Ascent Wealth Partners, LLC Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Ascent Wealth Partners, LLC's Leadership

  • Stylized image of a person
    M. B.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. H.
    Partner & Associate Wealth Management Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. T.
    Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. D.
    Executive Assistant
    Phone icon
    Mobile Phone

Ascent Wealth Partners, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Ascent Wealth Partners, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Partner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    T. H.
    Partner & Associate Wealth Management Advisor
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    S. T.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jun 24, 2026
  • Stylized image of a person
    L. D.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Ascent Wealth Partners, LLC known for?

Minus sign iconPlus sign iconAscent Wealth Partners, LLC was founded in 2011 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-315-624-****
. Explore Ascent Wealth Partners, LLC's company overview page for more information.

What is Ascent Wealth Partners, LLC's most common email format?

Minus sign iconPlus sign iconAscent Wealth Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ascent Wealth Partners, LLC email formats with LeadIQ.

How many employees does Ascent Wealth Partners, LLC have currently?

Minus sign iconPlus sign iconAscent Wealth Partners, LLC has approximately 15 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Ascent Wealth Partners, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Ascent Wealth Partners, LLC's key employees include:

  • Partner: M. B.
  • Partner & Associate Wealth Management Advisor: T. H.
  • Financial Advisor: S. T.
  • Executive Assistant: L. D.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.