Ascension Wealth Management
RIASEC Registered
Total AUM
$6.3M
Discretionary
$0
0% of AUM
Avg account
$6.3M
Accounts
1
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 323944
- Website
- www.ascensionwealthmgmt.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ascension Wealth Management is a small, privately held limited liability company that provides portfolio management to individuals and small businesses. The firm charges fees as a percentage of assets under management and reports an owner-type of “individual.” It is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not classified as a pension consultant or capital allocator in the available records.
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
- Exchange Traded Equities53%
- Derivatives33%
- Public Funds/Mutual Funds7%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Anthony Caruso
Chief Executive OfficerCRD 7653353
Contacts
1 of 1Maria De Fatima Pozuelo
SecretaryCRD 7655257
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
BRK Wealth Management LLC
RIAAUM $6.3MTEAM 1REPS 1
Amazonite Investments LLC
RIAAUM $6.3MTEAM 2REPS 2
Wealth Planning, Inc.
RIAAUM $6.3MTEAM 1REPS 2
Davison Wealth Management, LLC
RIAAUM $6.3MTEAM 1REPS 1
Personal Wealth Management, LLC
RIAAUM $6.3MTEAM 1REPS 1
Atlanta Wealth Management, Inc.
RIAAUM $6.3MTEAM 1REPS 1