Douglas Wood has been an investment adviser representative at Ascentis Wealth Management since July 2024, and is not listed among the firm’s executive officers or direct owners.
Ascentis Wealth Management, LLC is a Dallas, TX firm with $596M under management, 259 clients and 5 advisers in one office, as of its May 2026 filing.
Douglas Wood’s longest registration is the current one, 2 years at Ascentis Wealth Management since 2024. Before joining Ascentis Wealth Management in 2024, Douglas Wood was registered through Org Partners.
- Ascentis Asset Management, LLCAlso current– present · under a yearDallas, TX · Adviser representative · Firm CRD 318126
- Org Partners Asset Management– · under a yearDallas, TX · Adviser representative · Firm CRD 330922
- – present · 2 yearsDallas, TX · Adviser representative · Firm CRD 330923
- Org Partners– · 1 yearDallas, TX · Adviser representative · Firm CRD 312728
Investment adviser representative registrations
Douglas Wood is registered as an investment adviser representative in Texas, since July 2024.
- TexasSince 12 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Douglas Michael Wood
- CRD
- 7815367
- Firm
- Ascentis Wealth Management · CRD 330923
- Office
- 5001 SPRING VALLEY RD, SUITE 810W, Dallas, TX 75244
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Douglas Wood work?
Douglas Wood is an investment adviser representative registered through Ascentis Wealth Management, LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Douglas Wood a financial advisor?
Yes. Douglas Wood has a current investment-adviser registration in Texas, through Ascentis Wealth Management since July 2024.
How many years of experience does Douglas Wood have?
Douglas Wood has 2 years in the financial industry, since April 2024, across 4 adviser firms.
What exams has Douglas Wood passed?
Douglas Wood passed the Series 65 in April 2024.
Where is Douglas Wood based?
Douglas Wood’s registered office is in Dallas, TX.
Is Douglas Wood registered with FINRA?
No. Douglas Wood has no current broker registration.
How can I verify Douglas Wood’s record?
Search CRD 7815367 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Douglas Wood’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer