Douglas M. Wood

ASCENTIS WEALTH MANAGEMENT

DALLAS, TX 75244

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CRD#: 7815367

Professional summary

Douglas Michael Wood II, who also goes by Michael Wood, is a registered financial advisor currently at ASCENTIS WEALTH MANAGEMENT, LLC located in Dallas, Texas and ASCENTIS ASSET MANAGEMENT, LLC located in Dallas, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Douglas has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Wood

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 Douglas Michael Wood II'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

Current

November 19, 2025 - Present

ASCENTIS ASSET MANAGEMENT, LLC

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

RIA

CRD#: 318126

DALLAS, TX

Past

December 6, 2024 - August 25, 2025

ORG PARTNERS ASSET MANAGEMENT

RIA

CRD#: 330922

DALLAS, TX

Past

April 3, 2024 - 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 ASSET MANAGEMENT, LLC

CRD#: 318126 / SEC#: 801-123264

RIA

Registered Investment Advisory firm - (2/18/2022 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: 4/3/2024

Uniform Investment Adviser Law Examination

Current Firm

ASCENTIS ASSET MANAGEMENT, LLC

CRD#: 318126 / SEC#: 801-123264

RIA

Registered Investment Advisory firm - (2/18/2022 Approved)

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Contact information

Main Address

5001 Spring Valley Rd Suite 810w, Dallas, TX 75244

Mailing Address

Phone number

(866) 273-1563

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASCENTIS ASSET MANAGEMENT, LLC (8/4/2025)

Regulatory assets under management

Total Number of Accounts	3,654
AUM (Assets Under Management)	$ 559,270,765

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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Douglas M. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Michael Wood II's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCENTIS WEALTH MANAGEMENT, LLC

ASCENTIS ASSET MANAGEMENT, LLC

ORG PARTNERS ASSET MANAGEMENT

ORG PARTNERS

Primary Firm SEC Registration

ASCENTIS ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2024

Current Firm

ASCENTIS ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASCENTIS ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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