ASCENSION WEALTH PARTNERS, LLC

Overview

Ascension Wealth Partners, LLC is a fee-based registered advisory firm that focuses on portfolio management for individuals and small businesses. The firm uses an assets-under-management fee model and concentrates on providing discretionary portfolio oversight, deploying third-party mutual funds and public funds as the core building blocks of client portfolios. Ascension Wealth Partners registered with the SEC in 2021 and is owned by an individual; it is not positioned as a capital allocator and does not identify as an active ESG investor. Investment activity centers on diversified public fund allocations supplemented by targeted allocations to alternatives. The firm appears to work primarily with individual and family clients, managing concentrated relationships rather than a high number of small accounts, and it relies on outside managers and product providers to implement specialized exposure such as real estate, commodities and energy-related strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices