Sarah Abigail Brace
Investment adviser representative at Ascentis Independent Advisors, LLC
17 yearsExperience
1 stateRegistered in
$2.1BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Ascentis Independent Advisors, LLCJan 2026 to now
- Org Partners, LLCJul 2021 to Jan 2026
- Purshe Kaplan Sterling InvestmentsDec 2020 to Dec 2023
- Wealthshield Partners dba Tinker CapitalSep 2020 to Jul 2021
- Wealthshield Partners, LLCSep 2020 to Jul 2021
- United Planners' Financial ServicesOct 2009 to Dec 2018
- Bridge AdvisoryAug 2009 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ascentis Independent Advisors, LLC
$2.1BAssets managed
2,815Clients
51Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2807927
- Firm CRD
- 322879