ASCENSION WEALTH PARTNERS, LLC

ASCENSION WEALTH PARTNERS, LLC of PLEASANT HILL, CA is an SEC-registered investment adviser (CRD 146451). Regulatory assets under management: $136.9M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (4)

NameRoleLocation
Michael Richard SappingtonMANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER
Kory Kenneth SweklaMANAGING MEMBER AND CHIEF EXECUTIVE OFFICER
SAPPINGTON MICHAEL RICHARDCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more)
SWEKLA KORY KENNETHCHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER

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