ASCENSION WEALTH ADVISORS

Overview

Ascension Wealth Advisors is an independent registered investment adviser organized as a limited liability company and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning and the selection of third-party advisers rather than running an extensive in-house asset management platform. It identifies as a capital allocator, which signals a role in sourcing and directing client capital to external managers and funds. The firm charges clients on an hourly and other fee basis rather than a traditional percentage-of-AUM model. Ascension does not position itself as an ESG-focused manager and is not listed as a multi-state adviser or pension consultant. Industry relationships include partnerships or regular collaboration with accounting and law firms, indicating a planning-centric workflow that coordinates tax, legal, and advisory inputs for client decisions.

Assets & Accounts

Investments & Alternatives

Location & Offices