Ascension Wealth Advisors, LLC

Ascension Wealth Advisors, LLC (CRD# 153802) is a financial advisory firm headquartered in Mount Pleasant, SC. They manage $23,200,000 in 95 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1671 Belle Isle Ave, Suite 110v, Mount Pleasant, SC 29464
http://www.ascensionwealth.net
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $244,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC, TN, TX

Financial Advisors at Ascension Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Thomas, financial advisor Mount Pleasant SC
William S. Thomas
CRD#: 2543210
1671 Belle Isle Ave, Suite 110v, Mount Pleasant, SC 29464

William Thomas (CRD# 2543210) is an Investment Advisor Representative working at Ascension Wealth Advisors, LLC in Mount Pleasant, SC and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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