ASCENSION WEALTH ADVISORS, LLC

Overview

Ascension Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individual and family clients and small businesses. The firm uses a fee mix that includes a percentage of assets under management, hourly engagements and fixed-fee arrangements, which supports both ongoing advisory relationships and project-based planning work. Ascension does not position itself as a capital allocator or pension consultant and is not an active ESG investor. Investment activity is centered on publicly available pooled vehicles—primarily mutual funds and other public fund vehicles—while also making selective allocations to third‑party real estate strategies. The firm reports managing only discretionary mandates, suggesting client relationships are typically delegated to Ascension’s portfolio decision-making within agreed guidelines rather than purely advisory/consultative engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices