ASCENSION WEALTH PARTNERS, LLC

CRD #146451 SEC #801-120716 PLEASANT HILL, CA 925-798-7200

SEC Registered

Total AUM

$127.8M

Discretionary

$127.8M

Employees

Clients

Accounts

121

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 12, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
SWEKLA, KORY, KENNETH	I	CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SWEKLA, KORY, KENNETH	I	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	Control
SAPPINGTON, MICHAEL, RICHARD	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control
SAPPINGTON, MICHAEL, RICHARD	I	MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER	C	Control

Registrations

Federal

Mar 12, 2025 REGISTERED

Notice Filings (1)

Address

391 TAYLOR BOULEVARD
SUITE 125
PLEASANT HILL, CA 94523
United States

Phone: 925-798-7200