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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Ascension Wealth Partners LLC
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|---|---|
| CRD # | 146451 |
| SEC # | 801-120716 |
| CIK # | |
| AUM | $127.8 M (2025-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-798-7200 |
| Address | 391 Taylor Boulevard Pleasant Hill, CA 94523 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 4.7 |
| (b) Individuals (high net worth individuals) | 37 | 123.1 |
| (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 | 121 | 127.8 |
| By Discretionary | ||
| Discretionary | 121 | 127.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 121 | 127.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.8 | |
| Total | 121 | 127.8 |
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|---|---|---|
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Brett Josey Wealth Management LLC
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0.1 | |
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Rexford Capital Inc
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0.1 | |
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Mutual Trust Advisory Group Inc
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FL | 0.1 |
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Worthington Financial Partners LLC
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OH | 0.1 |
|
Wagner Financial LLC
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OR | 0.1 |
|
JJSA Advisor Ltd
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VA | 0.1 |
|
Elite Life Management LLC
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|
PA | 0.1 |
|
Turner Capital Investments LLC
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TX | 0.1 |
|
Cyr Financial Inc
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IL | 0.1 |
|
Sullivan Investments Group LLC
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|
0.1 |