Michael Peter Mansur

CFP

Org Wealth Partners

27 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Org Wealth Partners

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

137 clients

Average Client Portfolio

$3.0M average

Assets Under Management

$415.8M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	0.02%

Fees are negotiable depending upon the needs of the client and complexity of the situation.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5001 Spring Valley Rd., Suite 810W, Dallas, TX, 75244

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2001

Final

Employment Separation After Allegations

October 2001

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Michael is an Investment Advisor Representative (IAR) at Castleview Partners, LLC, focusing on fee-based asset management, and spends full-time hours on this. Michael is also an insurance agent and President of ORG Partners, dedicating minimal time to the latter.

Employment History

Current Registrations

Ascentis Wealth Management, LLC

July 2024 - Present · 1 yr 7 mos

Org Partners

May 2021 - Present · 4 yrs 9 mos

Previous Registrations

Castleview Advisory

January 2019 - December 2019 · 11 mos

Castleview Advisory

March 2018 - December 2018 · 9 mos

Castleview Advisory

March 2016 - December 2017 · 1 yr 9 mos

Purshe Kaplan Sterling InvestmentsBroker

October 2015 - January 2016 · 3 mos

Stanford Group Company

November 2006 - March 2009 · 2 yrs 4 mos

Stanford Group CompanyBroker

November 2006 - March 2009 · 2 yrs 4 mos

Morgan Stanley Dw INC.Broker

February 2002 - November 2006 · 4 yrs 9 mos

Morgan Stanley

February 2002 - November 2006 · 4 yrs 9 mos

Lord Abbett Distributor LLCBroker

April 1998 - November 2001 · 3 yrs 7 mos

State Registrations3 states

INLATX

Advisor

Exams

No exam information available for this advisor.