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| Oneascent Wealth Management LLC
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|---|---|
| CRD # | 308057 |
| SEC # | 801-118682 |
| CIK # | 0001844707 |
| AUM | 475.6 M (2026-04-28) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Inverness Center Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 3.5 | ||
| US Bancorp de | 3.0 | ||
| Apple Inc | 2.0 | ||
| Alphabet Inc | 1.6 | ||
| Coca Cola Bottling Co Consolidated /DE/ | 1.6 | ||
| Nvidia Corp | 1.3 | ||
| Microsoft Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 790 | 193.7 |
| (b) Individuals (high net worth individuals) | 126 | 261.5 |
| (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 | 1.5 |
| (h) Charitable organizations | 6 | 9.6 |
| (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 | 5 | 9.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,616 | 475.6 |
| By Discretionary | ||
| Discretionary | 2,580 | 466.1 |
| Non-Discretionary | 36 | 9.5 |
| Total | 2,616 | 475.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 475.6 | |
| Total | 2,616 | 475.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844707] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 60 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Elmwood Wealth Management Inc
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CA | 477.9 M |
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Midatlantic Capital Management Inc
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TX | 476.7 M |
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MBM Wealth Consultants LLC
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Arborstone Financial LLC
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G&S Capital LLC
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|
Markowski Brothers Holding Corporation
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473.9 M | |
|
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|
Juncture Wealth Strategies LLC
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