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Building 2ASCENSION WEALTH PARTNERS, LLC

Map pinPLEASANT HILL, CA
Phone925-798-7200
NotebookSEC #801-120716
Total AUM
$136.9M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
391 TAYLOR BOULEVARD
SUITE 125
PLEASANT HILL
CA 94523
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
925-798-7200

ReceiptFinancials

Total AUM
$136.9M
Accounts
116
Discretionary
$136.9M
Accounts
116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$623.1K
HNW Individual Clients
39
AUM
$136.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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