Key facts
- Status: Acquired/Merged.
- ·Watchlist + deal alerts for The Ascent Group (Virginia Beach)
- ·The full record, as it builds
Funding rounds
No funding rounds for The Ascent Group (Virginia Beach) are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About The Ascent Group (Virginia Beach)
Operator of an investment advisory firm intended for individuals and small businesses and institutional clients The company offers a wide set of services, including financial planning, wealth management, retirement plan consulting, portfolio management and estate planning, thereby helping clients to simplify the complex financial decisions they are frequently faced with.
- Sector
- Financial Services
- HQ
- Virginia Beach, VA, United States
- Employees
- 42
- Website
- tagwm.com/
- Ownership
- Acquired/Merged
The Ascent Group (Virginia Beach) doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in The Ascent Group (Virginia Beach) shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on The Ascent Group (Virginia Beach) in its N-PORT filings yet. We sweep new filings monthly.