Investment adviser · CRD 308057
ONEASCENT WEALTH MANAGEMENT
Investment adviser filing (IA)
ONEASCENT WEALTH MANAGEMENT LLC
BIRMINGHAM, AL, United States · Form ADV filed Aug 14, 2026
- Regulatory AUM
- $476M Form ADV · Item 5.F
- Client accounts
- 2,616 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 12 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 126 | $261,549,164 | 55.0% |
| Individuals | 790 | $193,710,428 | 40.7% |
| Charities | 6 | $9,597,089 | 2.0% |
| Corporations & businesses | 5 | $9,215,012 | 1.9% |
| Retirement plans | Fewer than 5 | $1,502,610 | 0.3% |
Filing source
Form ADV 2126118 · Aug 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 14, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 GRANDVIEW PLACEBIRMINGHAM, AL, 35243, United States
CRD 308057
Filing source
Form ADV 2126118 · Aug 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.