David Leighton is a registered investment advisor at Ascentis Asset Management, LLC, based in Powell, WY, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Ascentis Wealth Management provides sub-advisory investment management and portfolio modeling services to other investment advisors. Because Ascentis operates entirely as a business-to-business sub-advisor and does not directly manage accounts for individual retail investors, it does not charge investment management fees directly to individual clients. Instead, Ascentis receives a share of the fees collected by the primary investment advisor from the underlying clients. These fees will not exceed 0.60% annually and are generally negotiable.
Location
254 E. 2nd Street, Powell, WY, 82435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a wealth manager at Golden State Equity Partners, LLC, dedicating nearly full-time hours to this role. He also works as an IFA for Golden State Asset Management and Arimathea, spending about 10-20% of his time and about half his time, respectively, on these activities.
Employment History
Current Registrations
Ascentis Asset Management, LLC
Ascentis Independent Advisors, LLC
Previous Registrations
Arimathea
Golden State Equity Advisors, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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