Ascension Wealth Partners, LLC

Ascension Wealth Partners, LLC (CRD# 146451) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $63,932,920 in 100 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $639,329
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ascension Wealth Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kory K. Swekla
CRD#: 4518467
391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523
96
Wealthminder
score

Kory Swekla (CRD# 4518467) is an Investment Advisor Representative working at Ascension Wealth Partners, LLC in Pleasant Hill, CA and has over 16 years of experience in the finance industry.

2
Michael R. Sappington
CRD#: 2314542
391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523
93
Wealthminder
score

Michael Sappington (CRD# 2314542) is an Investment Advisor Representative working at Ascension Wealth Partners, LLC in Pleasant Hill, CA and has over 23 years of experience in the finance industry.

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