ASCENSION WEALTH ADVISORS, LLC

ASCENSION WEALTH ADVISORS, LLC of MT. PLEASANT, SC is an SEC-registered investment adviser (CRD 153802). Regulatory assets under management: $25.4M.

Registration

• CRD: 153802
• Type: Registered investment adviser
• Location: 1671 BELLE ISLE AVE, MT. PLEASANT, SC, 29464
• Phone: 615-584-8326
• Latest filing: 2026-02-18
• Regulatory AUM: $25.4M
• Discretionary AUM: $25.4M
• Clients: 1
• Accounts: 120

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153802 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search