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Thomas Edward Powell

ONEASCENT WEALTH MANAGEMENT LLC·BIRMINGHAM, Alabama
Series 6, Series 7, Series 63Clean record16 years registeredONEASCENT WEALTH MANAGEMENT LLC
23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL 35242CRD# 1917867Firm CRD# 308057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Edward Powell · BIRMINGHAM, AL
Registration
CRD #1917867 · ONEASCENT WEALTH MANAGEMENT LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

ONEASCENT FINANCIAL SERVICES LLC
Apr 2024 – present
ONEASCENT FAMILY OFFICES
Nov 2022 – present
ONEASCENT WEALTH MANAGEMENT
May 2021 – present
ASSET MANAGEMENT SERVICES LLP
Nov 2009 – Mar 2022
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · November 19, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057 · SEC 801-118682
AUM
$521M
Regulatory assets under management
Employees
32
2,462 client accounts
Services offered by ONEASCENT WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ONEASCENT WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Thomas Edward Powell offer?
Thomas Edward Powell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Thomas Edward Powell's credentials?
Thomas Edward Powell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Edward Powell located?
Thomas Edward Powell is based in BIRMINGHAM, Alabama, working with ONEASCENT WEALTH MANAGEMENT LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Thomas Edward Powell charge for services?
Thomas Edward Powell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONEASCENT WEALTH MANAGEMENT LLC?
ONEASCENT WEALTH MANAGEMENT LLC has approximately 32 employees and manages $521M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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