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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier focusBridge
- 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.
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Owner & Executives
MARCUS GARVEY WADDELL
Chief Compliance Officer, Managing Member
- CRD
- #6685214
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,682,110 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,682,110 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,682,110
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,913,903,790 | 51.3% |
| Equity - Exchange | $1,816,902,818 | 48.7% |
| Total | $3,730,806,608 | 100.0% |