Oneascent Wealth Management
Oneascent Wealth Management is an SEC-registered mass-market adviser in Birmingham, AL with $475.6M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Oneascent Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 308057, SEC 801-118682, data through 2026-04-28.
- AUM (assets under management / regulatory AUM)
- $475.6M (2026-04-28)
- Firm type
- Mass-Market Adviser
- Location
- Birmingham, AL
- Employees
- 23
- Clients
- 927
- CRD
- 308057
- Ownership
- PEARSON, HARRY, NOBLE; ONEASCENT HOLDINGS LLC; SWAYZE, ASHLEIGH, COOPER; Grubb, Robert, Wayne; POWELL, THOMAS, EDWARD
How much AUM does Oneascent Wealth Management have?
Oneascent Wealth Management reported $475.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-28).
Who owns Oneascent Wealth Management?
Disclosed owners and executives of Oneascent Wealth Management include PEARSON, HARRY, NOBLE, ONEASCENT HOLDINGS LLC, SWAYZE, ASHLEIGH, COOPER, Grubb, Robert, Wayne, POWELL, THOMAS, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.