Alisha Zianne Reilly
Investment adviser representative at Ascentis Wealth Management, LLC
16 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
16 years in the industry.
- Ascentis Wealth Management, LLCFeb 2025 to now
- Org Wealth PartnersJan 2025 to now
- Org Partners LLCAug 2023 to now
- Lane Gorman Trubitt, PllcJul 2021 to Jun 2023
- Lgt Financial Advisors LLCJul 2021 to Jun 2023
- Lgt Insurance ServicesJul 2021 to Jun 2023
- Home MakerJun 2018 to Jun 2021
- Lido Advisors, LLCJul 2015 to Jun 2018
- Lgt Financial Advisors LLCJan 2013 to Jun 2018
- Investment Security CorporationNov 2012 to Jun 2018
- Lgt Insurance ServicesJul 2011 to Jun 2018
- Lane Gorman Trubitt, PllcMar 2010 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5784566
- Firm CRD
- 330923