Douglas Wood is a CFP-designated registered investment advisor at Ascentis Asset Management, LLC, based in Dallas, TX, with 1 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,883 clients with $560M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$559.3M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ascentis Asset Management, LLC
November 2025 - Present · 5 mos
Ascentis Wealth Management, LLC
July 2024 - Present · 1 yr 9 mos
Previous Registrations
Org Partners Asset Management
December 2024 - August 2025 · 8 mos
Org Partners
April 2024 - January 2026 · 1 yr 9 mos
State Registrations1 state
TX
Advisor

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Exams
No exam information available for this advisor.