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Oneascent Wealth Management LLC

● SEC registered since 2020CRD 308057SEC# 801-118682Birmingham, AL
Export (members)
Reg. AUM
$475.6M
Employees
23
Accounts
2,616
Location
Birmingham, AL

Oneascent Wealth Management LLC assets under management

Oneascent Wealth Management LLC is an investment advisory firm registered with the SEC based in Birmingham, AL. The firm has been registered since 2020. It reports $475.6 million in regulatory assets under management and employs 23 people.
www.oneascent.comView on SEC.gov ↗

Oneascent Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
Ashleigh Cooper Swayze ControlChief Compliance OfficerUnder 5%2026
Harry Noble Pearson ControlManaging MemberUnder 5%2020
Oneascent Holdings LLC ControlOwnerOver 75%2021
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Frequently asked questions

How much does Oneascent Wealth Management LLC manage?

Oneascent Wealth Management LLC reports $475.6 million in regulatory assets under management on its Form ADV.

How many employees does Oneascent Wealth Management LLC have?

Oneascent Wealth Management LLC reports 23 employees.

Where is Oneascent Wealth Management LLC located?

Oneascent Wealth Management LLC is based in Birmingham, AL and has been SEC-registered since 2020.

Does Oneascent Wealth Management LLC disclose fund performance?

Oneascent Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address23 Inverness Center Parkway, Birmingham, AL 35242
Phone205-313-9142
Office hours9 a.m. To 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$475.6M▲ 10%
Mar '25 — $431.7MApr '25 — $431.7MMay '25 — $431.7MJun '25 — $431.7MJul '25 — $431.7MAug '25 — $431.7MSep '25 — $431.7MOct '25 — $431.7MNov '25 — $431.7MDec '25 — $431.7MJan '26 — $431.7MFeb '26 — $431.7MMar '26 — $475.6MApr '26 — $475.6MMay '26 — $475.6MJun '26 — $475.6M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$475.6Mregulatory AUM
Discretionary $466.1MNon-discretionary $9.5M