|
⚲
|
| Keyboard |
| Ascension Advisors Arizona LLC
✚
|
|
|---|---|
| CRD # | 337446 |
| SEC # | 801-133880 |
| CIK # | |
| AUM | 1.1 M (2025-10-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-716-1666 |
| Address | 9687 E Cinder Cone Trail Scottsdale, AZ 85262 |
| Source | [IAPD] [Website] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 1,099.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1,099.1 |
| By Discretionary | ||
| Discretionary | 1 | 1,099.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1,099.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,099.1 | |
| Total | 1 | 1,099.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Zillenial Advisors LLC
✚
|
1.5 M | |
|
Lloyd Tevis Investments LLC
✚
|
CA | 0.4 M |
|
Sanostro AG
✚
|
0.3 M | |
|
Pioneer Advisory LLC
✚
|
NJ | 0.1 M |
|
Socialtraderai Inc
✚
|
CA | 0.1 M |
|
El Menudo Cuenta LLC
✚
|
FL | 0.0 M |
|
Musaffa LLC
✚
|
NY | 0.0 M |
|
World Wise Financial LLC
✚
|
||
|
Wealthprime
✚
|
CA | |
|
Independent Progressive Advisors LLC
✚
|
OR |