# Ascension Wealth Advisors, LLC

> Ascension Wealth Advisors, LLC is a state-registered investment advisory firm in Mt. Pleasant, SC, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 153802
- Filed as: ASCENSION WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mt. Pleasant, SC
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/153802
- AdvisorCensus page: https://advisorcensus.com/firm/ascension-wealth-advisors-llc-mt-pleasant-sc-153802

## Quick answers

**How is Ascension Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ascension Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ascension Wealth Advisors, LLC located?**
Ascension Wealth Advisors, LLC's principal office is in Mt. Pleasant, SC, according to its Form ADV.

**Is Ascension Wealth Advisors, LLC registered with the SEC or a state?**
Ascension Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 153802.

**How much does Ascension Wealth Advisors, LLC manage?**
Ascension Wealth Advisors, LLC reports $25,433,460 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Ascension Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); high net worth individuals (8).

**Does Ascension Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/153802

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $25,433,460
- Discretionary: $25,433,460
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $11,083,460 |
| High net worth individuals | 8 | $14,350,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ascensionwealth.net
- moneyandfaith.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ascension Wealth Advisors, LLC (CRD 153802): Form ADV filing data as of October 2026.