A
CRD: 323944
Ascension Wealth Management
Vero Beach, FL
2164710713
$6.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
-- Vero Beach FL
About Ascension Wealth Management
Ascension Wealth Management is a Vero Beach-based RIA. The firm has been operating for 4 years. Managing $6.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$6.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Unlock to compare peer behavior around vector radial.
Upgrade to reveal position-level detail across legacy peak.
See the complete signal summary connected to fusion.
Full visibility includes strategy notes for fusion pioneer.
Open the full profile to inspect shifts in bridge fusion.
Premium access reveals conviction themes in eagle beacon.
Premium access reveals conviction themes in harbor quantum catalyst.
Full visibility includes strategy notes for eagle oak element.
Asset Classes
Pioneer vertex Zenith
Client Personas
Pioneer
Investment Themes
Element eagle
Investment Vehicles
Focus summit
Owner & Executives
A
Anthony J Caruso
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7653353
- Ownership
- 75% or more
(619) 278-8347
radial.beacon@primecapital.com
in linkedin.com/in/harbor-radial
M
Maria de Fatima Pozuelo
Secretary
- CRD
- --
- Ownership
- Less than 5%
(727) 212-9994
wave.focus@vectorcapital.com
in linkedin.com/in/crest-prime
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $6,300,000 | -- |
| Total | $6,300,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,300,000
Equity - Exchange:
16.0% Derivatives:
27.6% Public Funds:
10.5% Equity - OTC:
24.3% Cash:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $125,290,497 | 16.0% |
| Derivatives | $216,126,108 | 27.6% |
| Public Funds | $82,221,889 | 10.5% |
| Equity - OTC | $190,284,943 | 24.3% |
| Cash | $169,142,172 | 21.6% |
| Total | $783,065,609 | 100.0% |