OneAscent Wealth Management is an investment advisor in Birmingham with $470.67 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
850895057
SEC advisor number
801-118682
FINRA CRD number
308057
AUM ?
$520.94 mm
(as of 25 Apr 24)
Accounts
2,462
(as of 25 Apr 24)
Employees
32
(11 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
17 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22