ONEASCENT WEALTH MANAGEMENT LLC
Doing business as ONEASCENT WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$475,574,303
Discretionary
$466,111,444
Non-discretionary
$9,462,859
Firm details
- CRD number
- 308057
- SEC file number
- 801-118682
- Main office
- BIRMINGHAM, AL, United States
- Employees
- 23
- SEC status
- Approved
- Website
- https://www.oneascent.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.