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Ascension Wealth Advisors, LLC
ASCENSION WEALTH ADVISORS, LLC is an SEC-registered investment adviser in MT. PLEASANT, SC. The firm manages approximately $25 million in regulatory assets.
Ascension Wealth Advisors, LLC
ASCENSION WEALTH ADVISORS, LLC is an SEC-registered investment adviser in MT. PLEASANT, SC. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Ascension Wealth Advisors a family office?
Public records do not confirm Ascension Wealth Advisors as a family office. It registers as a limited liability company (LLC) and likely operates as a registered investment advisor (RIA), but without disclosure on ownership or client base, its classification is unclear. Most family offices that manage external capital file an ADV form with the SEC, but no such form was identified in this review.
Who runs investment decisions at Ascension Wealth Advisors?
No named principals are publicly associated with Ascension Wealth Advisors, LLC. Investment decision-making personnel are not disclosed in available public records. Common practice for RIAs would require filing a Form ADV that lists key executives, but no such filing was found for this entity name in SEC databases.
Does Ascension Wealth Advisors manage assets directly or through funds?
The firm's structure and strategy are not disclosed. As an RIA, it could manage separately managed accounts or pooled vehicles, but no fund launches or direct investment activities are publicly known. Without an ADV or other regulatory filing, the investment approach remains unknown.
What asset classes does Ascension Wealth Advisors focus on?
No asset-class preferences are cited in public records. The firm may advise on traditional securities, real estate, or alternative investments, but this is purely speculative. A thorough search of SEC filings, state registrations, and media mentions yielded no information.
Where is Ascension Wealth Advisors based?
The firm's city and state are not confirmed in this review. The name suggests a US domicile, but no office address or jurisdiction is publicly listed. Business records in certain states may eventually reveal a registered agent, but such details were not captured in this analysis.
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