Ascension Advisors
Firm details
- Headquarters
- ,
- CRD number
- 337446
- Registered since
- July 14, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.75%
- Individuals11.25%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ascension Advisors LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm targets individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars/workshops. Its fee model combines a percentage-of-AUM charge with the option of fixed fees. The firm reports SEC registration effective in 2025, is not structured as a capital allocator, does not position itself as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Exchange Traded Equities1%
Contacts
1 of 1
Marcus Waddell
FounderCRD 6685214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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