# ASCENSION WEALTH PARTNERS, LLC

ASCENSION WEALTH PARTNERS, LLC of PLEASANT HILL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146451
- Type: SEC-registered investment adviser
- SEC file number: 801-120716
- Location: 391 TAYLOR BOULEVARD, SUITE 125, PLEASANT HILL, CA, 94523
- Phone: 925-798-7200
- Latest filing: 2026-01-23
- Regulatory AUM: $136.9M
- Discretionary AUM: $136.9M
- Clients: 2
- Accounts: 116

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Richard Sappington | MANAGING MEMBER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Kory Kenneth Swekla | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |
| SAPPINGTON MICHAEL RICHARD | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SWEKLA KORY KENNETH | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146451/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146451/similar
- Related entities: https://search.stillhousedata.com/firm/146451/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146451

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.