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ONEASCENT WEALTH MANAGEMENT
ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057 · SEC 801-118682
23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, 35242, United States
Phone
205-313-9142
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$475.6M
Discretionary AUM
$466.1M
Team
23 total employees; 12 advisory reps; 60 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 790 | $193.7M |
| High net worth individuals | 126 | $261.5M |
| Charitable organizations | 6 | $9.6M |
| Corporations/business entities | 5 | $9.2M |
States served
AL, CA, CO, GA, KY, LA, MD, MS, NC, OH, PA, SC, TN, VA, WV, TX, FL
All web addresses on file
- https://www.sovereignfamilyoffice.co
- https://www.youtube.com/channel/UCnVUDBS7t1kOvmyVIFHKMWA
- https://www.facebook.com/oneascentwealth
- https://www.youtube.com/@SovereignFamilyOffice
- https://www.linkedin.com/oneascent
- https://www.facebook.com/oneascent
- https://www.oneascent.com
- https://www.linkedin.com/company/oneascentwealth
Official SEC filing: View on IAPD