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ONEASCENT WEALTH MANAGEMENT LLC
ONEASCENT WEALTH MANAGEMENT LLC
ONEASCENT WEALTH MANAGEMENT
BIRMINGHAM, Alabama
·
1 registered advisor
·
CRD# 308057
SEC# 801-118682
5
205-313-9142
01
Firm Overview
AUM
$521M
Regulatory assets under management
Employees
32
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ONEASCENT WEALTH MANAGEMENT LLC
1 registered advisor
Thomas Edward Powell
BIRMINGHAM, Alabama
CRD# 1917867
05
Office Locations
BIRMINGHAM, Alabama
1 advisor
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Data sourced from SEC Form ADV filings. ONEASCENT WEALTH MANAGEMENT LLC (CRD# 308057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.