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 ?
$470.67 mm
(as of 26 Jun 23)
Accounts
2,357
(as of 26 Jun 23)
Employees
37
(14 investment advisory or research)
Office hours
Monday - Friday, 9 AM TO 5 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Pearson, Harry, Noble | Managing Member | 04/2020 | < 5% |
Grubb, Robert, Wayne | Chief Operating Officer | 04/2020 | < 5% |
Oneascent Holdings LLC | Owner | 04/2021 | > 75% |
Pearson, Harry, Noble | Managing Member | 04/2021 | > 75% |
Claud, Thomas, James | Chief Compliance Officer | 08/2022 | < 5% |
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