Ascension Wealth Partners, LLC

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Client assets under management

$136,895,746

Clients

98% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$3,422,394

About

Ascension Wealth Partners provides discretionary investment management to individuals, high‑net‑worth clients, trusts, estates, retirement plans and business entities. The firm works with a relatively small client roster (around 40 households) and documents client objectives through account questionnaires and written Investment Policy Statements.

Portfolios are constructed mainly with registered mutual funds and ETFs, with a preference for indexed, low‑turnover strategies and an emphasis on broad global diversification and low‑correlation asset classes. Ascension sets strategic asset‑allocation targets, uses tolerance bands to rebalance portfolios, and considers tax‑managed fund options for taxable accounts.

The firm operates as a two‑advisor supported practice that manages assets on a household basis and applies a minimum quarterly fee rather than a fixed account dollar minimum, with discretion to negotiate household fee arrangements (including occasional discounts or waivers for family or long‑term friends). Ascension generally recommends a single custodian relationship (and discloses receipt of custodian support services), does not charge performance‑based fees, and does not accept proxy‑voting authority for client securities.

Client services

Portfolio management

Expertise

Passive / index investing Tax-loss harvesting

Fee options

Percentage

$0 - $1,000,000: The greater of 0.275% $1,000,000 - $2,000,000: 0.25% $2,000,000 - $5,000,000: 0.2125% $5,000,000 - $10,000,000: 0.1625% $10,000,000+: 0.125%

Other

Minimum fee: Minimum quarterly fee for all client relationships (households); specific amount not stated Fee-only: Advisory fees only; no commissions or performance fees charged

Main office location

Ascension Wealth Partners, LLC

391 Taylor Boulevard, Suite 125

Pleasant Hill CA 94523, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 925-798-7200

Advisors at this firm

Kory S

CFA®, Series 65

Pleasant Hill, CA

Ascension Wealth Partners, LLC

Kory Swekla is a CFA® charterholder with 25 years of industry experience and has been with Ascension Wealth Partners, LLC since 2008. He holds the Series 65 license and is based in Pleasant Hill, CA. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broad global diversification primarily through indexed and tax-managed mutual funds and ETFs, guided by personalized Investment Policy Statements.

Passive / index investing Tax-loss harvesting

Michael S

Series 63, Series 66

Pleasant Hill, CA

Ascension Wealth Partners, LLC

Michael Sappington is a financial advisor with Ascension Wealth Partners, LLC in Pleasant Hill, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ascension Wealth Partners since 2008. Ascension Wealth Partners provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm manages approximately $127.8 million for 43 client households, focusing on broadly diversified portfolios using registered mutual funds and exchange-traded funds, with an emphasis on indexed and tax-managed funds.

Passive / index investing Tax-loss harvesting

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