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OneAscent Wealth Management, LLC Overview
Type
Multi Family Office
Year Founded
2017
General Information
OneAscent Wealth Management, LLC is a multi-family office headquartered in Birmingham, United States. Founded in 2017 by advisors Harry Pearson and Rob Grubb, the firm channels the principals’ advisory-earned wealth to deliver values-based planning, investment management, and stewardship solutions for affluent families across the country, integrating tax, estate, and philanthropic advisory—aligning portfolios with clients’ faith-driven objectives.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Birmingham, AL, United States
Portfolio & Notable Allocations
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