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MM

Michael P. Mansur

ASCENTIS WEALTH MANAGEMENT
DALLAS, TX 75244
Some features on this profile are disabled
CRD#: 2966580
MM

Professional summary

Michael Peter Mansur, CFP® is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Peter Mansur's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2005

Experience

Current

July 12, 2024 - Present

ASCENTIS WEALTH MANAGEMENT, LLC

Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
RIA
CRD#: 330923
DALLAS, TX
Past

May 17, 2021 - January 5, 2026

ORG PARTNERS

RIA
CRD#: 312728
Dallas, TX
Past

January 28, 2019 - December 31, 2019

CASTLEVIEW ADVISORY

RIA
CRD#: 281688
ADDISON, TX
Past

March 13, 2018 - December 31, 2018

CASTLEVIEW ADVISORY

RIA
CRD#: 281688
ADDISON, TX
Past

March 15, 2016 - December 31, 2017

CASTLEVIEW ADVISORY

RIA
CRD#: 281688
ADDISON, TX
Past

October 12, 2015 - January 28, 2016

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Addison, TX
Past

October 9, 2015 - December 31, 2021

CASTLEVIEW PARTNERS, LLC

RIA
CRD#: 281410
Dallas, TX
Past

March 25, 2009 - October 16, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
DALLAS, TX
Past

March 25, 2009 - October 16, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
DALLAS, TX
Past

November 3, 2006 - March 25, 2009

STANFORD GROUP COMPANY

RIA
CRD#: 39285
DALLAS, TX
Past

November 3, 2006 - March 25, 2009

STANFORD GROUP COMPANY

BD
CRD#: 39285
DALLAS, TX
Past

February 21, 2002 - November 8, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
ARLINGTON, TX
Past

February 21, 2002 - November 8, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
ARLINGTON, TX
Past

April 21, 1998 - November 28, 2001

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ASCENTIS WEALTH MANAGEMENT, LLC
ABMEYER WEALTH MANAGEMENT | ORG WEALTH PARTNERS LLC | ORG WEALTH PARTNERS | CAP | ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923 / SEC#: 801-130034

RIA
Registered Investment Advisory firm - (4/25/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/12/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/12/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/28/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 5/9/2002
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/1998
General Securities Representative Examination

Current Firm

AW
ASCENTIS WEALTH MANAGEMENT, LLC
ABMEYER WEALTH MANAGEMENT | ORG WEALTH PARTNERS LLC | ORG WEALTH PARTNERS | CAP | ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923 / SEC#: 801-130034

RIA
Registered Investment Advisory firm - (4/25/2024 Approved)
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Contact information

Main Address
5001 Spring Valley Rd Suite 810w, Dallas, TX 75244
Mailing Address
Phone number
(214) 440-3909
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASCENTIS WEALTH WRAP BROCHURE (08.2025) (8/4/2025)
ASCENTIS WEALTH MANAGEMENT, LLC (8/4/2025)

Regulatory assets under management

Total Number of Accounts808
AUM (Assets Under Management)$ 556,541,845

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ASCENTIS WEALTH MANAGEMENT, LLC

CRD#: 330923Dallas, TX 75244

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