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Multi-Family OfficeRIA · CRD 146451SEC-Registered

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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...

Overview

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.

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