Ascension Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$25,433,460
Clients
61
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
HighAverage account size
$416,942
About
Ascension Wealth Advisors provides discretionary and non‑discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. In addition to managing custodial investment accounts, the firm also manages held‑away defined contribution participant accounts through a third‑party platform that enables rebalancing and allocation changes without AWA taking custody of client assets.
The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance and employs a mix of fundamental, technical, charting, and cyclical analysis in portfolio construction and monitoring. Strategies may include long‑ and short‑term positions, options and margin trading, and the firm reviews accounts at least quarterly to consider rebalancing and tax‑loss harvesting opportunities.
Distinctive features include the explicit use of a third‑party connection to manage held‑away retirement plan accounts while avoiding custody, a policy of not aggregating trades across separately managed accounts, and disclosure that AWA receives custodial‑related soft‑dollar benefits. The managing member’s professional credentials (AWMA, CKA) and executive education at Yale and program work associated with the University of Chicago are additional characteristics the brochure highlights.
Client services
Financial planning
Portfolio management
Expertise
Equity compensation tax strategy
Retirement income strategy
Tax-loss harvesting
Fee options
Negotiable fixed fee for financial planning, example $2,500
up to 1.25% annually (negotiable)
$165 per hour for financial planning
Account minimum: $50,000 Fee-only: Hourly financial planning fee of $165 per hour; Fixed financial planning fee negotiable, example given $2,500
Main office location
Ascension Wealth Advisors, LLC
1671 Belle Isle Ave, Suite 110 V
Mt. Pleasant SC 29464, United States
Number of offices
1
Most active in
Ascension Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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