Ascension Wealth Partners, LLC
● SEC registered since 2021CRD 146451SEC# 801-120716Pleasant Hill, CA
Reg. AUM
$136.9M
Employees
2
Accounts
116
Location
Pleasant Hill, CA
Ascension Wealth Partners, LLC assets under management
Ascension Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Pleasant Hill, CA. The firm has been registered since 2021. It reports $136.9 million in regulatory assets under management and employs 2 people.
Ascension Wealth Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kory Kenneth Swekla Control | Managing Member And Chief Executive Officer | 50-75% | 2008 |
| Michael Richard Sappington Control | Managing Member, Chief Financial Officer And Chief Compliance Officer | 25-50% | 2008 |
Frequently asked questions
How much does Ascension Wealth Partners, LLC manage?
Ascension Wealth Partners, LLC reports $136.9 million in regulatory assets under management on its Form ADV.
How many employees does Ascension Wealth Partners, LLC have?
Ascension Wealth Partners, LLC reports 2 employees.
Where is Ascension Wealth Partners, LLC located?
Ascension Wealth Partners, LLC is based in Pleasant Hill, CA and has been SEC-registered since 2021.
Does Ascension Wealth Partners, LLC disclose fund performance?
Ascension Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 391 Taylor Boulevard, Suite 125, Pleasant Hill, CA 94523 |
| Phone | 925-798-7200 |
| Fax | 925-798-7272 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$136.9M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$136.9Mregulatory AUM
Discretionary $136.9M