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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-2025
- Office Locations
- 1
Office Locations
About Ascension Advisors
Ascension Advisors is an independent, fee-only fiduciary RIA providing personalized, comprehensive financial planning and portfolio strategy for individuals and families. The firm works with sales and tech professionals, women investors, and retirees, building values-aligned plans spanning cash flow, retirement, tax, estate, and risk management, with tax-aware portfolio construction, rebalancing, and loss harvesting supported by modern planning technology.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 17 clients, or 17 clients per representative. That equates to $981.3K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Ascension Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARCUS GARVEY WADDELL
Chief Compliance Officer, Managing Member
- CRD
- #6685214
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,682,110 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,682,110 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ascension Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.