William Little 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.
William Little’s longest registration was 3 years at Org Partners (2022–2026). Before joining Ascentis Wealth Management in 2024, William Little was registered through Org Partners.
- Org Partners Asset Management– · under a yearDallas, TX · Adviser representative · Firm CRD 330922
- – present · 2 yearsDallas, TX · Adviser representative · Firm CRD 330923
- Org Partners– · 3 yearsDallas, TX · Adviser representative · Firm CRD 312728
Investment adviser representative registrations
William Little 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 | 19 November 2022 |
| SIE | Securities Industry Essentials Examination | 4 May 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- William H Little
- CRD
- 7670121
- Firm
- Ascentis Wealth Management · CRD 330923
- Office
- 5001 SPRING VALLEY RD, SUITE 810W, Dallas, TX 75244
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does William Little work?
William Little 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 William Little a financial advisor?
Yes. William Little has a current investment-adviser registration in Texas, through Ascentis Wealth Management since July 2024.
How many years of experience does William Little have?
William Little has 3 years in the financial industry, since December 2022, across 3 adviser firms.
What exams has William Little passed?
William Little has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in May 2020.
Where is William Little based?
William Little’s registered office is in Dallas, TX.
Is William Little registered with FINRA?
No. William Little has no current broker registration.
How can I verify William Little’s record?
Search CRD 7670121 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Little’s full registration record.
- Michael MansurPresident
- Matthew ReynoldsChief Compliance Officer
- Catherine BaileyDirector
- Clinton SorensonChief Investment Officer