PLEASANT HILL, CACRD 146451Latest ADV January 23, 2026
Ascension Wealth Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pleasant Hill, CA. Its latest Form ADV filing, dated January 23, 2026, reports $137M in regulatory assets under management, 2 employees, and 116 accounts.
Assets Under Management
$137M
Employees
2
Offices
--
Total Clients
40
Primary office
PLEASANT HILL, CA
391 TAYLOR BOULEVARD, SUITE 125, PLEASANT HILL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 97.5% of total clients.
Top client categories% of clientsClients
1
HNWI
97.5%
39
2
Individuals
2.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$137Mas of January 23, 2026
Discretionary100.0%
$137M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$137M
Total Accounts116
10Y AUM Change+$34M (+32.4%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee20:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.