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Oneascent Holdings LLC

OwnerOneascent Wealth Management LLC

About Oneascent Holdings LLC

Oneascent Holdings LLC is listed as Owner at Oneascent Wealth Management LLC in Birmingham, AL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Oneascent Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Oneascent Holdings LLC work?

Oneascent Holdings LLC is listed as Owner at Oneascent Wealth Management LLC on SEC Form ADV.

How much of Oneascent Wealth Management LLC does Oneascent Holdings LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Oneascent Wealth Management LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2021