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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 1, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CLAUD, THOMAS, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWAYZE, ASHLEIGH, COOPER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| ONEASCENT HOLDINGS LLC | DE | OWNER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| PEARSON, HARRY, NOBLE | I | MANAGING MEMBER | E | Control |
| Grubb, Robert, Wayne | I | CHIEF OPERATING OFFICER | A | Control |
| POWELL, THOMAS, EDWARD | I | INVESTMENT ADVISOR REPRESENTATIVE | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS LLC | F | Control |
| Grubb, Robert, Wayne | I | ONEASCENT HOLDINGS LLC | F | Control |
| POWELL, THOMAS, EDWARD | I | ONEASCENT HOLDINGS LLC | F | |
| POWELL, THOMAS, EDWARD | I | ONEASCENT HOLDINGS LLC | F | |
| POWELL, THOMAS, EDWARD | I | ONEASCENT HOLDINGS LLC | F | |
| POWELL, THOMAS, EDWARD | I | ONEASCENT HOLDINGS LLC | F | |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
| PEARSON, HARRY, NOBLE | I | ONEASCENT HOLDINGS LLC | E | Control |
Registrations
Federal
IA
Dec 1, 2025 REGISTERED
Notice Filings (17)
AL CA CO FL GA KY LA MD MS NC OH PA SC TN TX VA WV
Address
23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242
United States
Phone: 205-313-9142