Where are First Ascent Asset Management employees located globally?

First Ascent Asset Management has employees across 1 continents and 1 countries including United States Of America.

First Ascent Asset Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

First Ascent Asset Management is a Denver, Colorado-based financial services firm that has operated as a turnkey asset management platform serving financial advisors. Its model emphasizes a flat-fee approach to portfolios and has introduced advisor-focused portfolios to support independent-minded practitioners. The company provides technology-enabled investment solutions designed for RIAs and other advisory practices seeking scalable portfolio construction and maintenance.

In March 2023, GeoWealth acquired First Ascent Asset Management, and the combined organization now operates as part of GeoWealth. The arrangement broadens the set of investment solutions available through GeoWealth's platform for independent advisors and RIAs.

First Ascent Asset Management Global Highlights

North America
5

United States Of America
5

First Ascent Asset Management's Leadership

J. B.
Client Service Coordinator
Mobile Phone
Email

Contact profiles from First Ascent Asset Management

Name

Title

Contact

Location

Last Update

J. B.
Client Service Coordinator
Mobile Phone
Email
Oct 17, 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; 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 2 employees as of July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, First Ascent Asset Management's key employees include:

Client Service Coordinator: J. B.

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First Ascent Asset Management Employee Directory

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