ONEASCENT WEALTH MANAGEMENT LLC
Legal name: ONEASCENT WEALTH MANAGEMENT
CRD #308057 SEC #801-118682 BIRMINGHAM, AL 205-313-9142
SEC Registered
Total AUM
$431.7M
Discretionary
$419.8M
Employees
24
Clients
251
Accounts
2,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $431.7M | $419.8M | $11.9M | 24 | 60 |
| Oct 2025 | $431.7M | $419.8M | $11.9M | 24 | 60 |
| May 2025 | $431.7M | $419.8M | $11.9M | 24 | 60 |
| Mar 2025 | $431.7M | $419.8M | $11.9M | 24 | 60 |
| Apr 2024 | $520.9M | $514.9M | $6M | 32 | 60 |
| Mar 2024 | $520.9M | $514.9M | $6M | 32 | 60 |
| Mar 2024 | $520.9M | $514.9M | $6M | 32 | 60 |
| Mar 2024 | $520.7M | $514.6M | $6M | 32 | 60 |
| Oct 2023 | $470.7M | $460.7M | $10M | 37 | 57 |
| Sep 2023 | $470.7M | $460.7M | $10M | 37 | 57 |
| Jun 2023 | $470.7M | $460.7M | $10M | 37 | 57 |
| Mar 2023 | $470.7M | $460.7M | $10M | 37 | 57 |
| Jan 2023 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Jan 2023 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Sep 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Aug 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Aug 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Jul 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| May 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| May 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Apr 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Mar 2022 | $384.5M | $380.7M | $3.8M | 30 | 46 |
| Mar 2022 | $265M | $265M | $0 | 12 | 5 |
| Dec 2021 | $265M | $265M | $0 | 12 | 5 |
| Oct 2021 | $265M | $265M | $0 | 12 | 5 |
| May 2021 | $265M | $265M | $0 | 12 | 5 |
| Apr 2021 | $265M | $265M | $0 | 12 | 5 |
| Mar 2021 | $265M | $265M | $0 | 12 | 5 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
| Aug 2020 | $0 | $0 | $0 | 5 | 0 |
| Jun 2020 | $0 | $0 | $0 | 5 | 0 |
| May 2020 | $0 | $0 | $0 | 5 | 0 |
| May 2020 | $0 | $0 | $0 | 5 | 0 |
| Apr 2020 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$431.7M
Discretionary$419.8M
Non-Disc.$11.9M
Employees24
Clients60
DateOct 2025
Total AUM$431.7M
Discretionary$419.8M
Non-Disc.$11.9M
Employees24
Clients60
DateMay 2025
Total AUM$431.7M
Discretionary$419.8M
Non-Disc.$11.9M
Employees24
Clients60
DateMar 2025
Total AUM$431.7M
Discretionary$419.8M
Non-Disc.$11.9M
Employees24
Clients60
DateApr 2024
Total AUM$520.9M
Discretionary$514.9M
Non-Disc.$6M
Employees32
Clients60
DateMar 2024
Total AUM$520.9M
Discretionary$514.9M
Non-Disc.$6M
Employees32
Clients60
DateMar 2024
Total AUM$520.9M
Discretionary$514.9M
Non-Disc.$6M
Employees32
Clients60
DateMar 2024
Total AUM$520.7M
Discretionary$514.6M
Non-Disc.$6M
Employees32
Clients60
DateOct 2023
Total AUM$470.7M
Discretionary$460.7M
Non-Disc.$10M
Employees37
Clients57
DateSep 2023
Total AUM$470.7M
Discretionary$460.7M
Non-Disc.$10M
Employees37
Clients57
DateJun 2023
Total AUM$470.7M
Discretionary$460.7M
Non-Disc.$10M
Employees37
Clients57
DateMar 2023
Total AUM$470.7M
Discretionary$460.7M
Non-Disc.$10M
Employees37
Clients57
DateJan 2023
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateJan 2023
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateSep 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateAug 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateAug 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateJul 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateMay 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateMay 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateApr 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateMar 2022
Total AUM$384.5M
Discretionary$380.7M
Non-Disc.$3.8M
Employees30
Clients46
DateMar 2022
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees12
Clients5
DateDec 2021
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees12
Clients5
DateOct 2021
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees12
Clients5
DateMay 2021
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees12
Clients5
DateApr 2021
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees12
Clients5
DateMar 2021
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees12
Clients5
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0