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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon oak
- Established Date
- 03-07-2008
- Office Locations
- 1
Office Locations
About Ascension Wealth Partners, LLC
Ascension Wealth Partners, LLC is a Pleasant Hill, CA RIA that helps individual investors improve outcomes through academically grounded investing principles, behavioral coaching, and ongoing personalized guidance. The firm focuses on helping clients understand sources of return and how risk and decision-making affect results, aiming for less stress and cost. Portfolios commonly use ETFs and mutual funds, with custody at Charles Schwab.
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Owner & Executives
KORY KENNETH SWEKLA
Chief Executive Officer, Managing Member, President
- CRD
- #4518467
- Ownership
- 50% but less than 75%
MICHAEL RICHARD SAPPINGTON
Chief Compliance Officer, Chief Financial Officer, Managing Member
- CRD
- #2314542
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $136,895,746 | $1,180,136 |
| Non-Discretionary | $0 | -- |
| Total | $136,895,746 | $1,180,136 |
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Separately Managed Accounts
Total SMA Asset: $136,895,746
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,256,057,090 | 42.1% |
| Equity - Exchange | $671,289,419 | 22.5% |
| Cash | $1,056,162,018 | 35.4% |
| Total | $2,983,508,527 | 100.0% |