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 is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm registered with the SEC in 2025 and focuses on advising individual and family clients. Its fee model combines a percentage-of-assets structure with fixed fees. Advisory services center on comprehensive financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. The firm does not position itself as an ESG-focused manager, is not a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Similar firms
Bowen Asset Management LLC
RIAGlobal Investment Company
RIAOakland, CA
Edward Haro Financial, LLC
RIATustin, CA