First Ascent Asset Management Employee Directory

Q: What is First Ascent Asset Management known for?

First Ascent Asset Management was founded in 2015. First Ascent Asset Management operates in the Financial Services industry.

Financial ServicesUnited States11-50 Employees

First Ascent Asset Management is now a part of GeoWealth. 

First Ascent Asset Management was acquired by GeoWealth in March 2023. Together, we now offer independent-minded advisors an even greater breadth of investment solutions via a modern tech platform built for RIAs.

Check it out at: geowealth.com

Find First Ascent Asset Management employees' phone numbers or email addresses

First Ascent Asset Management Global Highlights

North America
3

United States Of America
3

First Ascent Asset Management's Leadership

R. R.
Manager Due Diligence Performance Repo
Mobile Phone
Email
J. B.
Client Service Coordinator
Mobile Phone
Email
M. T.
Trust Officer
Mobile Phone
Email

Contact profiles from First Ascent Asset Management

Name

Title

Contact Info

Location

Last Update

R. R.
Manager Due Diligence Performance Repo
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
J. B.
Client Service Coordinator
Mobile Phone
Email
Oct 17, 2024
M. T.
Trust Officer
Mobile Phone
Email
United StatesMichigan
Oct 22, 2024

Frequently Asked Questions

What is First Ascent Asset Management known for?

First Ascent Asset Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1401 Lawrence St, Suite 1600 Denver, Colorado 80202, US; you can contact the main corporate office by phone at

+1-720-465-****

. Explore First Ascent Asset Management's company overview page for more information.

What is First Ascent Asset Management's most common email format?

First Ascent Asset Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more First Ascent Asset Management email formats with LeadIQ.

How many employees does First Ascent Asset Management have currently?

First Ascent Asset Management has approximately 16 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are First Ascent Asset Management's key employees and leadership?

As of October 2025, First Ascent Asset Management's key employees include:

Manager Due Diligence Performance Repo: R. R.
Client Service Coordinator: J. B.
Trust Officer: M. T.

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