# Ascension Wealth Management

Ascension Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ascensionwm

## Regulatory record

- **CRD number:** 323944
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323944

## About

Ascension Wealth Management, is a financial services practice. We specialize in working with individuals, business owners, corporations, and nonprofits in the following areas: Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Wealth Management Solutions, Employee benefits, Retirement plans- 401k/403b/457, Executive Comp, Special Needs Planning, Asset Protection, Risk Management, Charitable Planning, and offers a host of investment and insurance related products.

## Questions

### How does Ascension Wealth Management source investment opportunities?

The firm's sourcing model is entirely opaque. With no public investment track record, no named portfolio positions, and no visible partnerships with other allocators or GPs, it is impossible to determine whether the firm relies on external managers, direct co-investments, or a hybrid model.

### What is Ascension Wealth Management's known posture on co-investments alongside external GPs?

There is no public record of Ascension Wealth Management participating in co-investments or fund commitments. The firm's investment posture — whether it allocates directly, through funds, or via club deals — cannot be determined from available sources.

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Last updated: 2026-07-06T01:24:11.594Z

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