CRD: 153802
Ascension Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-06-2010
- Office Locations
- 1
Office Locations
About Ascension Wealth Advisors, LLC
Ascension Wealth Advisors is a fee-only RIA providing integrated wealth management for a limited number of individuals, families, trusts, nonprofits, and retirement plans. Services include investment management, tax and retirement income planning, business and estate/wealth-transfer planning, and guidance through life transitions such as divorce or widowhood. Portfolios emphasize asset allocation and risk management, commonly using ETFs, mutual funds, and fixed income, with Schwab as a primary custodian. Faith-guided approach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM SCOTT THOMAS
Chief Compliance Officer, President
- CRD
- #2543210
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,433,460 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,433,460 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing