Ascension Wealth Partners, LLC
Ascension Wealth Partners, LLC is an SEC-registered wealth manager in Pleasant Hill, CA with $136.9M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Ascension Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146451, SEC 801-120716, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $136.9M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Pleasant Hill, CA
- Employees
- 2
- Clients
- 40
- CRD
- 146451
- Ownership
- SAPPINGTON, MICHAEL, RICHARD; SWEKLA, KORY, KENNETH
How much AUM does Ascension Wealth Partners, LLC have?
Ascension Wealth Partners, LLC reported $136.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Ascension Wealth Partners, LLC?
Disclosed owners and executives of Ascension Wealth Partners, LLC include SAPPINGTON, MICHAEL, RICHARD, SWEKLA, KORY, KENNETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.