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Ascension Wealth Partners
ASCENSION WEALTH PARTNERS, LLC is an SEC-registered investment adviser in PLEASANT HILL, CA, registered since 2021. The firm manages approximately $137 million...
Ascension Wealth Partners
ASCENSION WEALTH PARTNERS, LLC is an SEC-registered investment adviser in PLEASANT HILL, CA, registered since 2021. The firm manages approximately $137 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Ascension Wealth Partners?
No named principals or investment committee members are publicly listed for Ascension Wealth Partners. The firm does not disclose leadership on any public platform, including its website or regulatory filings, which is common for family offices that prioritize privacy.
Is Ascension Wealth Partners a single-family office or a multi-family office?
Based on its registration as an RIA and the lack of a single identified wealth source, Ascension Wealth Partners operates as a multi-family office serving multiple families. The firm does not disclose whether it has a primary family client or a broader client base.
What investment stages or asset classes does Ascension Wealth Partners target?
The firm's exact asset class preferences are not publicly documented. As an RIA, it likely allocates across standard categories including public equities, fixed income, private equity, real estate, and hedge funds, but no specific strategy details have been published.
Does Ascension Wealth Partners maintain any philanthropic structures?
There is no public record of philanthropic vehicles or foundations associated with Ascension Wealth Partners. The firm does not disclose any charitable arms or donor-advised fund programs.
Where does the underlying wealth come from at Ascension Wealth Partners?
The wealth origins of the families served by Ascension Wealth Partners are not publicly disclosed. The firm does not attribute its capital to any specific industry, entrepreneur, or inherited fortune.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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