LP Profile

OneAscent Wealth

Also known as oneascent wealth

Wealth ManagerBirmingham, United StatesFounded 2017
Birmingham
Headquarters
Investment Focus

About OneAscent Wealth

OneAscent Wealth provides a values-aligned approach to planning, investments, and stewardship for individuals and companies. Contact an advisor today!

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to OneAscent Wealth from SEC and IRS filings.

SEC Form ADV

Likely match
Reported AUM
$475.6M
Total Clients
2,616
Filing Date
April 28, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to OneAscent Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is OneAscent Wealth?

OneAscent Wealth is a wealth manager based in Birmingham, United States.

Where is OneAscent Wealth headquartered?

OneAscent Wealth is headquartered in Birmingham, United States.

When was OneAscent Wealth founded?

OneAscent Wealth was founded in 2017.

How can I contact OneAscent Wealth?

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