Niko Stone Puritz
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, LLCJun 2026 to now
- Advisory Services Network, LLCJan 2026 to Jun 2026
- Veracity Capital LLCJan 2025 to Jun 2026
- Fidelity Brokerage ServicesNov 2018 to Jan 2025
- Fidelity InvestmentsNov 2018 to Jan 2025
- Yard HouseMar 2017 to Oct 2018
- Lack + DailyFeb 2017 to Nov 2018
- Target CorporationNov 2015 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
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
- 7045394
- Firm CRD
- 330923