SEC Form ADV

ONEASCENT WEALTH MANAGEMENT

Registered Investment AdviserAL
$475.6M
Assets Under Management
60
Total Clients
23
Employees
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Registration Details

Accession
crd-308057
Location
BIRMINGHAM, AL
Filing Date
April 28, 2026
AUM
$475.6M
Total Clients
60
Institutional Clients
6
Employees
23
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

ONEASCENT WEALTH MANAGEMENT is a registered investment adviser headquartered in BIRMINGHAM, AL, managing approximately $475.6M in assets across 60 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.