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Working at First Ascent Asset Management
First Ascent Asset Management, founded 2015, is a 2-10 employees Privately Held in the Financial Services industry headquartered in Denver, Colorado 80202, US.
The team focuses on wealth management, financial strategist, strategist, investment management, managed account, among other areas.
First Ascent Asset Management operates within the Financial Services industry and is based in Denver, Colorado. In March 2023, the firm was acquired by GeoWealth, expanding its operational scope as part of a larger financial technology organization. This integration allows the combined entity to provide independent-minded advisors with an expanded range of investment solutions. The platform supporting these services is specifically designed for Registered Investment Advisors (RIAs) and leverages modern technology to streamline operations and enhance service delivery. Through this partnership, the organization continues to focus on empowering financial professionals with robust tools and resources. For more information regarding these services and the broader capabilities of the merged entity, stakeholders can visit geowealth.com.
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