William H. Little

ASCENTIS WEALTH MANAGEMENT

DALLAS, TX 75244

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CRD#: 7670121

Professional summary

William H Little is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 3 firms and has passed the Series 65 and SIE 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 William H Little'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®

None

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

December 6, 2024 - August 25, 2025

ORG PARTNERS ASSET MANAGEMENT

RIA

CRD#: 330922

DALLAS, TX

Past

December 12, 2022 - January 5, 2026

ORG PARTNERS

RIA

CRD#: 312728

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
(7/12/2024)

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 65

Date: 11/19/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 5/4/2020

Securities Industry Essentials 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)

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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

SEC notice filing (2 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.

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William H. Little

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William H Little's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENTIS WEALTH MANAGEMENT, LLC

ORG PARTNERS ASSET MANAGEMENT

ORG PARTNERS

Primary Firm SEC Registration

ASCENTIS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/2022

SIE

Date: 5/4/2020

Current Firm

ASCENTIS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENTIS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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