F
$65.1M Total AUM
$65.1M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail
- Platforms
- Optima emberOptima oak +more
- Established Date
- 04-06-2021
- Office Locations
- 1
Office Locations
315 S. College Rd., Suite 205 Lafayette LA
About Final Ascent Wealth Advisors, LLC
Final Ascent Wealth Advisors is a Lafayette, Louisiana-based RIA providing goal-based wealth management for high-net-worth households, with a $2M minimum. The firm emphasizes financial planning alongside portfolio construction, asset allocation, risk management, and tax and estate planning, with portfolios primarily implemented using ETFs and public funds. Custody is supported through major platforms such as Schwab.
Team overview
-- AVG AGE
$32.6M AVG AUM / ADVISOR
$3.1M AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Quantum pathway Eagle focus
Client Personas
Insight insight Pioneer eagle
Custodian
Optima pathway Peak alpha
Investment Themes
Foundation Signal matrix
Investment Vehicles
Meridian
Services
Summit quantum Focus Unison ridge Alpha Matrix timber Pathway Unison zenith Ridge Optima ember
Technology
North north Frontier Matrix
Owner & Executives
CHASE Christopher KENNER
Chief Compliance Officer, President, Senior Advisor
- CRD
- #5688669
- Ownership
- Less than 5%
(277) 433-5352
vital.beacon@insightcapital.com
in linkedin.com/in/unison-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
EDWARD SCOTT SHEA
--
- CRD
- #6039184
(517) 672-3731
catalyst.peak@timbercapital.com
in linkedin.com/in/focus-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,112,064 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,112,064 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,112,064
Public Funds:
30.3% Equity - Exchange:
44.7% Cash:
25.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $609,883,612 | 30.3% |
| Equity - Exchange | $899,729,289 | 44.7% |
| Cash | $503,204,301 | 25.0% |
| Total | $2,012,817,202 | 100.0% |