RIA Intel›Advisers›South Carolina›ASCENSION WEALTH ADVISORS, LLC

ASCENSION WEALTH ADVISORS, LLC

Advisory

MT. PLEASANT, SC

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account
$212K
across 120 accounts
AUM per adviser
$25M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
61
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients61
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InSC, TN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

CAROLOPOLIS FIDUCIARY COUNSEL, INC.
$25M
-79.0% 1Y
ASSET MANAGEMENT OF THE SOUTH
GREENVILLE, SC
$26M
-16.1% 1Y
WOMEN'S WORTH ADVISORS LLC
HILTON HEAD ISLAND, SC
$26M
AZALEA MANAGEMENT COMPANY, LLC
GREENVILLE, SC
$25M
-12.0% 1Y
CAROLINA PLANNING GROUP LLC
$25M
DANIEL ISLAND WEALTH MANAGEMENT, LLC
DANIEL ISLAND, SC
$25M

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