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ASCENSION WEALTH ADVISORS
SRF FINANCIAL, LLC
CRD 281580
506 ROSWELL STREET, SE, STE. 310, MARIETTA, GA, 30060, United States
Phone
770-801-9500
Fax
770-801-9400
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 74 broker-dealer reps
Clients
51-100
Fees
Hourly charges; PORTION OF FEES CHARGED BY THIRD PARTY INVESTMENT ADVISERS
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $0 |
| High net worth individuals | 70 | $0 |
All web addresses on file
Official SEC filing: View on IAPD