Overview
Assets Under Management: $117 million
Headquarters: PLEASANT HILL, CA
High-Net-Worth Clients: 37
Average Client Assets: $3 million
Frequently Asked Questions
ASCENSION WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146451), ASCENSION WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
ASCENSION WEALTH PARTNERS, LLC is headquartered in PLEASANT HILL, CA.
ASCENSION WEALTH PARTNERS, LLC serves 37 high-net-worth clients according to their SEC filing dated March 13, 2024. View client details ↓
According to their SEC Form ADV, ASCENSION WEALTH PARTNERS, LLC offers portfolio management for individuals. View all service details ↓
ASCENSION WEALTH PARTNERS, LLC manages $117 million in client assets according to their SEC filing dated March 13, 2024.
According to their SEC Form ADV, ASCENSION WEALTH PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 118
Discretionary Accounts: 118
Regulatory Filings
CRD Number: 146451
Last Filing Date: 2024-03-13 00:00:00
Website: https://ascensionwp.com