SourcingSourcing

KESLER, NORMAN & WRIDE, LLC

C28
CRD 307667·SEC 801-118514·OGDEN, UT
AUM
$661.4M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KESLER, NORMAN & WRIDE, LLC
CRD
307667
SEC file #
801-118514
EIN
—
DBA names
Ascend Investment Partners

Economics

AUM
$661.4M
AUM band
$500M-$1B
AUM trajectory
'21'26
$353.3M → $661.4M▲ +87%
Client mix
Individuals Other748
Individuals High Net Worth183
Pension Profit Sharing Plans15
Charitable Organizations8
Corporations7

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'21'26
6 advisors → 5 advisors▼ -17%
Primary office
OGDEN UT
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
ascendinvestment.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CD KESLER WEALTH MANAGEMENT, INC.
Top Owner Pct
17.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CD KESLER WEALTH MANAGEMENT, INC.
GGS WEALTH MANAGEMENT, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ASCENDINVESTMENT.COM
Rdap Domain Creation Date
2014-04-05T18:38:10Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2037
Soi Zip Pct 200k Plus
0.037
Soi Zip Returns 200k Plus
800
Soi Zip Total AGI
1,502,181
Fdic Zip Total Deposits
163,277,470,000
Fdic Zip Branch Count
262
Fdic Zip Top Banks
Wells Fargo Bank Northwest, National Association
Bank of Utah

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
First Security Bank of Utah, National AssociationOgden, UT
First Security Bank of Utah, National AssociationHill Air Force Base, UT
Fdic Zip HHI
7758.75
Fdic Zip Top Bank Share Pct
87.92
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-05T18:38:10Z
Rdap Domain Last Changed
2026-04-06T12:03:25Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI68,631
Returns5,260
Stub 2
AGI217,471
Returns5,880
Stub 3
AGI229,583
Returns3,740
Soi Zip Total Business Income
24,073
Soi Zip Total Cap Gains
37,399
Soi Zip Total Dividends
6,245
Soi Zip Total Returns
21,650
Trust Company Affiliate
No

People (5)

5
KELLER, BRENT, WARD
IAR · Direct Owner · 17.5%
5905603
SMITH, GARRETT, GILL
IAR · Executive Officer · 2.5%
6191028
CHRISTOPHER DEAN KESLER
IAR
6057896
PAUL M. NORMAN
IAR
1746793
DARCY JONES WRIDE
IAR
2330560