KESLER, NORMAN & WRIDE, LLC
DBA: ASCEND INVESTMENT PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $661.4M |
| Discretionary | $659.3M100% of AUM |
| Non-Discretionary | $2.1M |
| Client Accounts | 2,122 |
| Avg Account Size | $312K |
| Employees | 9 |
| Peak AUM | $661.4MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $661M | +6.9% | +12.1% | +10.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $661.4M |
| Discretionary | $659.3M |
| Employees | 9 |
| Client Accounts | 2122 |
| Client Range | More than 500 |
Contact & Location
Address
2225 WASHINGTON BLVD.
OGDEN UT 84401
Phone
(801) 476-1200
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$659M
99.7% of AUM
Non-Discretionary
$2M
0.3% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported