A complete list of active advisors currently associated with Ascension Wealth Advisors, LLC

Warmer can help you find a great advisor at Ascension Wealth Advisors, LLC or one who fits your needs even better.

Ascension Wealth Advisors provides discretionary and non‑discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. In addition to managing custodial investment accounts, the firm also manages held‑away defined contribution participant accounts through a third‑party platform that enables rebalancing and allocation changes without AWA taking custody of client assets. The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance and employs a mix of fundamental, technical, charting, and cyclical analysis in portfolio construction and monitoring. Strategies may include long‑ and short‑term positions, options and margin trading, and the firm reviews accounts at least quarterly to consider rebalancing and tax‑loss harvesting opportunities. Distinctive features include the explicit use of a third‑party connection to manage held‑away retirement plan accounts while avoiding custody, a policy of not aggregating trades across separately managed accounts, and disclosure that AWA receives custodial‑related soft‑dollar benefits. The managing member’s professional credentials (AWMA, CKA) and executive education at Yale and program work associated with the University of Chicago are additional characteristics the brochure highlights.

To learn more about the advisors currently working at Ascension Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.