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Ascend Wealth Advisors, LLC

Active Jacksonville Beach, FL

Ascend Wealth Advisors, LLC Overview

Ascend Wealth Advisors, LLC filed as a Florida Limited Liability in the State of Florida on Friday, February 15, 2019 and is approximately seven years old, according to public records filed with Florida Department of State.

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Name
Travis Wilson 1 ~ Background Report ~	Manager
Stephen L. Phillips 6 ~ Background Report ~	Managing Member
James J. Grysko ~ Background Report ~
Cindy Bohn 6 ~ Background Report ~	Manager Managing Member

Ascend Wealth Advisors, LLC lists six other companies as an officer in their company. It is not uncommon for one company to hold a position in another company.

Name	Status	Incorporated	Key People	Role
Cindy B. Bohn, P.A., C.P.A.	Inactive	1997	1	Managing Member
Stephen L. Phillips, P.A.	Inactive	1999	1	Managing Member
Christina a Cutler CPA PA	Inactive	2019		Member
Travis B. Wilson, CPA, PA	Inactive			Member
James J. Grysko, CPA, PA	Inactive			Member
Kevin G. Rhoad, CPA, PA	Inactive			Member

Florida Department of State

Filing Type:	Florida Limited Liability
Status:	Active
State:	Florida
State ID:	L19000046448
Date Filed:	Friday, February 15, 2019

Source

Florida Department of State
Data last refreshed on Monday, April 6, 2026

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Ascend Wealth Advisors, LLC

Active Jacksonville Beach, FL