Sophia Tsoupelis
Ascent Wealth Partners · New Hartford, New York
Sophia Tsoupelis is a fee-only financial advisor at Ascent Wealth Partners in New Hartford, New York. Sophia focuses on founders (pre-exit). Ascent Wealth Partners reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Ascent Wealth Partners |
|---|---|
| Based in | New Hartford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.52B across 2,359 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6962127 |
| Exams passed | Series 65 (2023) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.ascentwealthpartners.com |
How Sophia's firm compares
- Ascent Wealth Partners's average account is about $644,000, from its Form ADV (assets managed divided by 2,359 accounts).
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Questions about Sophia
Is Sophia Tsoupelis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sophia holds no broker registration, and Ascent Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sophia charge for financial advice?
Sophia's firm, Ascent Wealth Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Sophia Tsoupelis based?
Sophia Tsoupelis is based in New Hartford, New York.
What does Sophia specialize in?
Sophia's specialties include founders (pre-exit).
Is Sophia Tsoupelis registered with the SEC?
Yes. Sophia Tsoupelis is registered as an investment adviser representative in NY (CRD 6962127), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ascent Wealth Partners manage?
Ascent Wealth Partners reports $1.52B across 2,359 accounts in assets under management.
How do I contact Sophia Tsoupelis?
Through Sophia's website, www.ascentwealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ascent Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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