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
2
Clients
--
Accounts
121
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $127.8M | $127.8M | $0 | 2 | 0 |
| Mar 2025 | $127.8M | $127.8M | $0 | 2 | 0 |
| Mar 2024 | $117.4M | $117.4M | $0 | 2 | 0 |
| Feb 2023 | $105.9M | $105.9M | $0 | 2 | 0 |
| Feb 2022 | $121.5M | $121.5M | $0 | 2 | 0 |
| Mar 2021 | $103.4M | $103.4M | $0 | 2 | 0 |
| Jun 2011 | $37.3M | $37.3M | $0 | 5 | -- |
| Jun 2011 | $37.3M | $37.3M | $0 | 5 | -- |
| May 2011 | $37.3M | $37.3M | $0 | 5 | -- |
| Mar 2011 | $37.3M | $37.3M | $0 | 5 | -- |
| Jun 2009 | $16M | $16M | $0 | 5 | -- |
| Apr 2009 | $16M | $16M | $0 | 5 | -- |
| Mar 2009 | $16M | $16M | $0 | 5 | -- |
DateMar 2025
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$117.4M
Discretionary$117.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$121.5M
Discretionary$121.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$103.4M
Discretionary$103.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2011
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$37.3M
Discretionary$37.3M
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$16M
Discretionary$16M
Non-Disc.$0
Employees5
Clients--