ASCENSION WEALTH PARTNERS, LLC
SEC RegisteredWelcome to Ascension Wealth Partners, LLC
About the firm
Ascension Wealth Partners, LLC was founded on the belief that investors can do better, achieving greater success with less risk, stress, and cost. The firm provides investors with academic information, behavioral tools, individual support, and ongoing guidance and encouragement to help them reach a new level of success.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Providing investors with academic information, behavioral tools, individual support, and ongoing guidance and encouragement based on proven investing principles and the academic study of financial markets and investor behavior.
Who they serve
Investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1 | $623k |
| High Net Worth Individuals | 39 | $136M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASCENSION WEALTH PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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