Ascension Wealth Partners, LLC

Ascension Wealth Partners, LLC is a Pleasant Hill, California-based investment advisory firm founded in 2008. The firm offers investment management services to individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, and various business entities. Ascension is registered with the SEC and provides investment management services on a discretionary basis. Clients undergo a personal interview to determine investment objectives, risk tolerance, and other relevant information. The firm constructs and manages client accounts based on client guidelines and Ascension's investment policies. Ascension primarily invests in registered mutual funds and may include other securities based on client objectives. The firm charges a quarterly advisory fee based on a percentage of assets under management. Clients' assets are held at a qualified custodian, with Schwab being a recommended custodian. Ascension has complete discretion over securities selection and may choose broker-dealers for transactions. The firm does not accept proxy voting authority and does not have any financial commitments impairing its ability to meet obligations. Clients receive quarterly reports detailing account holdings, expenses, and account value. Ascension does not have any disciplinary events to disclose.