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
Ascension Wealth Partners, LLC
By the Numbers
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Total Assets Under Management117MILLION
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Total Number of Accounts118ACCOUNTS
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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.
CA
Financial Advisors at Ascension Wealth Partners, LLC
1
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.
2
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.
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