ASCENSION WEALTH PARTNERS, LLC

391 Taylor Boulevard
Suite 125
Pleasant Hill, California 94523
Tel: 925-798-7200

About ASCENSION WEALTH PARTNERS, LLC

ASCENSION WEALTH PARTNERS, LLC, formally registered with the SEC as ASCENSION WEALTH PARTNERS, LLC. The firm was established in 04/05/2021. They have over 1 offices throughout the country.

ASCENSION WEALTH PARTNERS, LLC is a Pleasant Hill, California based Financial Planning firm with nearly $117,448,231 assets under management, offering retirement planning & investment advisory services to 118 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146451
SEC#	801-120716
Assets Managed by Firm	$117,448,231
No. of Clients	118
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	118	$117,448,231
Individuals (other than high net worth individuals)	5	$3,758,572
High net worth individuals	37	$113,689,659

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