Michael Peter Mansur
Investment adviser representative at Ascentis Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$595.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Ascentis Wealth Management, LLCJul 2024 to now
- Org Wealth PartnersJul 2024 to now
- Org PartnersMar 2021 to now
- Castleview Advanced PlanningNov 2015 to now
- Castleview Partners, LLCOct 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ascentis Wealth Management, LLC
$595.7MAssets managed
259Clients
8Advisers
2 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
- 2966580
- Firm CRD
- 330923