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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Oneascent Wealth Management LLC
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|---|---|
| CRD # | 308057 |
| SEC # | 801-118682 |
| CIK # | 0001844707 |
| AUM | $431.7 M (2025-05-12) |
| Employees | 24 (38% Investors, 0% Brokers) |
| Phone | 205-313-9142 |
| Address | 23 Inverness Center Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 0.0 | ||
| US Bancorp de | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Sherwin Williams Co | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 795 | 184.4 |
| (b) Individuals (high net worth individuals) | 118 | 231.1 |
| (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 | 1.2 |
| (h) Charitable organizations | 5 | 6.5 |
| (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 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,138 | 431.7 |
| By Discretionary | ||
| Discretionary | 2,073 | 419.8 |
| Non-Discretionary | 65 | 11.9 |
| Total | 2,138 | 431.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 431.7 | |
| Total | 2,138 | 431.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844707] |
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|---|---|---|
|
Founders Grove Wealth Partners LLC
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VA | 0.4 |
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Klosters Capital LLC
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FL | 0.4 |
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Clelland & Co Inc
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CA | 0.4 |
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Stevens Capital Partners Inc
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NE | 0.4 |
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Truenorth Wealth & Impact LLC
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MO | 0.4 |
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Florek Financial LLC
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MA | 0.4 |
|
Physicians Financial Services Inc
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NC | 0.4 |
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MNS Financial Management LLC
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FL | 0.4 |
|
Trueblood Wealth Management LLC
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OH | 0.4 |
|
Vantage Point Financial LLC
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IL | 0.4 |