Ascension Wealth Partners, LLC

Ascension Wealth Partners, LLC (CRD# 146451) is a financial advisory firm headquartered in Pleasant Hill, CA. They manage $117,448,231 in 118 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523

By the Numbers

Total Assets Under Management

117

MILLION
Total Number of Accounts

118

ACCOUNTS
Average Account Value

$995,324

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

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Ascension Wealth Partners, LLC

Showing 1 - 2 of 2 top financial advisors.

Michael R. Sappington

CRD#: 2314542

391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523

Michael Sappington (CRD# 2314542) is an Investment Advisor Representative working at Ascension Wealth Partners, LLC in Pleasant Hill, CA and has over 31 years of experience in the finance industry.

Kory K. Swekla

CRD#: 4518467

391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523

Kory Swekla (CRD# 4518467) 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.

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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