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ASCENSION WEALTH PARTNERS, LLC
CRD 146451 · SEC 801-120716
391 TAYLOR BOULEVARD, SUITE 125, PLEASANT HILL, CA, 94523, United States
Phone
925-798-7200
Fax
925-798-7272
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$136.9M
Discretionary AUM
$136.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $623K |
| High net worth individuals | 39 | $136.3M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD