ASCENSION WEALTH PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$136,895,746
Discretionary
$136,895,746
Non-discretionary
$0
Firm details
- CRD number
- 146451
- SEC file number
- 801-120716
- Main office
- PLEASANT HILL, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.ascensionwp.com/
- Fee structure
-
Percentage of AUM
As of October 2026.