Ascend Wealth Management Management Team
Contact top employees from
Ascend Wealth Management
Summary
Ascend Wealth Management is a privately held company. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 3. To connect with Ascend Wealth Management employee register on SignalHire.
Organization Website | ascendwm.com |
Industries | |
Headquarters Location | 2780 Peachtree Industrial Blvd., Duluth, GA, 30097 US |
Employees Size | 1-10 employees |
Specialties | Retirement Planning for Individuals and Businesses, Investment Management, Insurance & Risk Assesment, Estate Planning & Wealth Transfer |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Ascend Wealth Management shows a diverse range of experience levels:
10% have been with the company for less than 1 year20% for 1–2 years20% for 3–4 years10% for 5–7 years10% for 8–10 years30% have over 11 years of service at Ascend Wealth ManagementContact top employees from
Ascend Wealth Management
Robert Lutz
Financial Planner / Owner
Summer Sasser
Client Services Coordinator
Kristi Turchan
Managing Partner
Jason Scott
Manager of Investment Operations
Debbie Verker
Managing Partner
Claire Herrmann
Associate Wealth Management Advisor
Logan Shearer
Investment Operations Specialist
Zimran Lawrence
Associate Financial Advisor
Trevor Himschoot
Financial Advisor
FAQ
Ascend Wealth Management operates in the Finance industries. More details can be found on the official website: ascendwm.com.
The headquarters of Ascend Wealth Management are located in Duluth, United States.
Ascend Wealth Management currently employs 1-10 people.
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