Overview
Assets Under Management: $432 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 118
Average Client Assets: $2 million
Frequently Asked Questions
ONEASCENT WEALTH MANAGEMENT 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 #308057), ONEASCENT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ONEASCENT WEALTH MANAGEMENT is headquartered in BIRMINGHAM, AL.
ONEASCENT WEALTH MANAGEMENT serves 118 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, ONEASCENT WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ONEASCENT WEALTH MANAGEMENT manages $432 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, ONEASCENT WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,138
Discretionary Accounts: 2,073
Non-Discretionary Accounts: 65
Regulatory Filings
CRD Number: 308057
Filing ID: 2031146
Last Filing Date: 2025-12-01 14:20:12
Website: 4