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ONEASCENT WEALTH MANAGEMENT
Legal name: ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057File 801-118682
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$475.6M
Above cohort median (national)
Discretionary AUM
$466.1M
Non-discretionary $9.5M
Clients
927
2,616 accounts
Employees
23
Above cohort median in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- May 11, 2020
- Principal office
- 100 GRANDVIEW PLACE, BIRMINGHAM, AL, 35243
- Phone
- 205-313-9142
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $475.6M
- Discretionary AUM
- $466.1M
- Non-discretionary AUM
- $9.5M
- Discretionary accounts
- 2,580
- Non-discretionary accounts
- 36
- Total accounts
- 2,616
- AUM per client
- $513K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $9.2M |
| Charitable organizations | 6 | $9.6M |
| High net worth individuals | 126 | $261.5M |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 790 | $193.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.