SEC Form ADV

ONEASCENT WEALTH MANAGEMENT

Registered Investment AdviserAL
$475.6M
Assets Under Management
2,616
Total Clients
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Registration Details

Accession
CRD-308057
Location
BIRMINGHAM, AL
Filing Date
April 28, 2026
AUM
$475.6M
Total Clients
2,616
Amendment
No

About this Adviser

ONEASCENT WEALTH MANAGEMENT is a registered investment adviser headquartered in BIRMINGHAM, AL, managing approximately $475.6M in assets across 2,616 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.