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ASCENSION WEALTH PARTNERS, LLC

Tel: 925-798-7200
391 Taylor Boulevard
Suite 125
Pleasant Hill, California  94523

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ASCENSION WEALTH PARTNERS, LLC

ASCENSION WEALTH PARTNERS, LLC is a Pleasant Hill, California based financial advisory firm with nearly $117,448,231 in assets under management and provides investment advisory services for 118 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

146451

SEC#:

801-120716

No. of Clients:

118

Assets under Management

$117,448,231

No. of Advisors:

2

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