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ASCENSION WEALTH PARTNERS, LLC
ASCENSION WEALTH PARTNERS, LLC
PLEASANT HILL, California
·
2 registered advisors
·
CRD# 146451
SEC# 801-120716
0
925-798-7200
01
Firm Overview
AUM
$117M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at ASCENSION WEALTH PARTNERS, LLC
2 registered advisors
Kory Kenneth Swekla
PLEASANT HILL, California
CRD# 4518467
Michael Richard Sappington
PLEASANT HILL, California
CRD# 2314542
05
Office Locations
PLEASANT HILL, California
2 advisors
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Data sourced from SEC Form ADV filings. ASCENSION WEALTH PARTNERS, LLC (CRD# 146451) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.