| Name | Title | Ownership | Since |
|---|---|---|---|
| Kory Kenneth Swekla Control | Managing Member And Chief Executive Officer | 50-75% | 2008 |
| Michael Richard Sappington Control | Managing Member, Chief Financial Officer And Chief Compliance Officer | 25-50% | 2008 |
Ascension Wealth Partners, LLC reports $127.8 million in regulatory assets under management on its Form ADV.
Ascension Wealth Partners, LLC reports 2 employees.
Ascension Wealth Partners, LLC is based in Pleasant Hill, CA and has been SEC-registered since 2021.
Ascension Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523 |
| Phone | 925-798-7200 |
| Fax | 925-798-7272 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $127.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $127.8M |