On January 21, 2026, it was announced that ORG Partners, Golden State Equity Partners, and WealthShield combined to launch Ascentis Holdings.
It was announced, on January 21, 2026, that ORG Partners (“ORG”), Golden State Equity Partners (“Golden State”), and WealthShield combined to launch the umbrella firm Ascentis Holdings. Under the terms of the transaction, Michael Mansur, co-founder of ORG, will serve as chief executive of Ascentis Wealth Management (“AWM”), Clint Sorenson, co-founder of WealthShield, will serve as chief executive of Ascentis Asset Management (“AAM”), and John Nahas, founder and chief executive of Golden State, will serve as chief executive of Ascentis Independent Advisors (“AIA”). Further terms of the deal were not disclosed.
ORG, based in Greenville, South Carolina, is a registered investment advisor offering asset management, portfolio construction, retirement planning, tax and estate planning, trust services, and financial planning services. ORG has approximately $772.6 million in assets under management.
Golden State, based in Powell, Wyoming, is a registered investment advisor offering back-office and operational services and compliance to teams of independent advisors. Golden State has approximately $880 million in assets undermanagement
WealthShield, based in Charlotte, North Carolina, is a registered investment advisor offering capital market research, due diligence, and model portfolios. WealthShield has approximately $1 billion in assets under management.
Ascentis Holdings, based in Dallas, Texas, is a wealth management platform comprised of three registered investment advisors including AWM, AAM, and AIA. Across the three registered investment advisors, Ascentis Holdings has over $2 billion in client assets.
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