CRD: 153802
Ascension Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
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 65 clients, or 65 clients per representative. That equates to $391.3K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
WILLIAM SCOTT THOMAS
Chief Compliance Officer, President
- CRD
- #2543210
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,433,460 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,433,460 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Ascension Wealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.