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ASCENSION WEALTH ADVISORS, LLC
CRD 153802
1671 BELLE ISLE AVE, SUITE 110V, MT. PLEASANT, SC, 29464, United States
Phone
615-584-8326
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.4M
Discretionary AUM
$25.4M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $11.1M |
| High net worth individuals | 8 | $14.3M |
All web addresses on file
Official SEC filing: View on IAPD