Alisha Z. Reilly

ASCENTIS WEALTH MANAGEMENT

DALLAS, TX 75244

Some features on this profile are disabled

CRD#: 5784566

Professional summary

Alisha Zianne Reilly, CFP®, who also goes by Alisha Zianne Drew, is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas.

Alisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alisha has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alisha Zianne Drew

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.

Licensed Insurance Agent. Licensed since 2011; this is in conjunction with her investment advisor role. Financial Planner for 3rd Decade in Tucson, AZ. All activity is pro bono. 10 hours per month are spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alisha Zianne Reilly'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: 2015

Experience

Current

February 19, 2025 - Present

ASCENTIS WEALTH MANAGEMENT, LLC

Office #1: 5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

RIA

CRD#: 330923

DALLAS, TX

Past

August 29, 2023 - March 10, 2025

ORG PARTNERS

RIA

CRD#: 312728

Dallas, TX

Past

August 17, 2021 - July 13, 2023

LGT FINANCIAL ADVISORS LLC

RIA

CRD#: 111575

DALLAS, TX

Past

July 1, 2015 - June 25, 2018

LIDO

RIA

CRD#: 269866

DALLAS, TX

Past

March 28, 2013 - July 22, 2015

LIDO ADVISORS

RIA

CRD#: 119540

DALLAS, TX

Past

January 28, 2013 - November 6, 2018

LGT FINANCIAL ADVISORS LLC

RIA

CRD#: 111575

DALLAS, TX

Past

November 30, 2012 - June 15, 2018

INVESTMENT SECURITY CORPORATION

CRD#: 47536

DALLAS, TX

Past

November 5, 2011 - December 6, 2012

GIRARD SECURITIES, INC.

CRD#: 18697

DALLAS, TX

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".

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
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/20/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/15/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/4/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/26/2012

General Securities Principal Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (1 States and Territories)

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 Accounts	808
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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alisha Z. Reilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alisha Zianne Reilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORG PARTNERS

LGT FINANCIAL ADVISORS LLC

LIDO

LIDO ADVISORS

LGT FINANCIAL ADVISORS LLC

INVESTMENT SECURITY CORPORATION

GIRARD SECURITIES, INC.

Primary Firm SEC Registration

ASCENTIS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/20/2012

SIE

Date: 6/15/2018

Series 7

Date: 11/4/2011

Series 24

Date: 10/26/2012

Current Firm

ASCENTIS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENTIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors