Ascension Wealth Partners

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

391 Taylor Blvd Ste 125, Pleasant Hill, ...

Phone Number

(925) 798-7200

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Ascension Wealth Partners

Ascension Wealth Partners, LLC is dedicated to empowering investors by providing them with academic information, behavioral tools, and personalized support to enhance their investment success. The firm believes that investors can achieve greater success with reduced risk, stress, and costs through a deeper understanding of financial markets and investor behavior. By introducing proven investing principles, Ascension helps clients recognize the impact of their decisions and behaviors on investment outcomes. Their services cater to a diverse range of financial needs, including retirement, investment, estate planning, insurance, and tax strategies.Explore more
Popular SearchesAscension Wealth Partners LLCAscension Partners LLCAscension Wealth PartnersSIC Code 62,628NAICS Code 52,523Show more

Ascension Wealth Partners Org Chart

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Chief Financial Officer & Chief Compliance Of...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ascension Wealth Partners

<$5M
1-10
Private
-
2011
MS
Michael SappingtonChief Financial Officer & Chief Compliance Officer
$6.9M
1-10
Private
-
2010
<$5M
11-50
Private
-
2003
SC
Steven CoxExecutive Vice President & Investment Advisor
<$5M
11-50
Private
-
2011
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Ascension Wealth Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Ascension Wealth Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Ascension Wealth Partners.

Ascension Wealth Partners Tech Stack

A closer look at the technologies used by Ascension Wealth Partners

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Frequently Asked Questions Regarding Ascension Wealth Partners

What is Ascension Wealth Partners's official website?
Ascension Wealth Partners's official website is www.ascensionwp.com
What is Ascension Wealth Partners's Revenue?
Ascension Wealth Partners's revenue is <$5 Million
What is Ascension Wealth Partners's SIC code?
Ascension Wealth Partners's SIC: 62,628
What is Ascension Wealth Partners's NAICS code?
Ascension Wealth Partners's NAICS: 52,523
How many employees does Ascension Wealth Partners have?
Ascension Wealth Partners has 1-10 employees
What industry does Ascension Wealth Partners belong to?
Ascension Wealth Partners is in the industry of: Finance, Securities Trading
What is Ascension Wealth Partners competition?
Ascension Wealth Partners top competitors include: Providence Financial Advisors, Giere Investment Services, Black Mountain Wealth Advisors, Estate
What technology does Ascension Wealth Partners use?
Some of the popular technologies that Ascension Wealth Partners uses are: Cloudflare Website Optimization, AppRiver, Datadog, Google Font API
Who is the CFO of Ascension Wealth Partners?
Ascension Wealth Partners's CFO is Michael Sappington
How do I contact Ascension Wealth Partners?
Ascension Wealth Partners contact info: Phone number: (925) 798-7200 Website: www.ascensionwp.com
What does Ascension Wealth Partners do?

Ascension Wealth Partners, LLC is dedicated to empowering investors by providing them with academic information, behavioral tools, and personalized support to enhance their investment success. The firm believes that investors can achieve greater success with reduced risk, stress, and costs through a deeper understanding of financial markets and inv... estor behavior. By introducing proven investing principles, Ascension helps clients recognize the impact of their decisions and behaviors on investment outcomes. Their services cater to a diverse range of financial needs, including retirement, investment, estate planning, insurance, and tax strategies.Read More

Is Ascension Wealth Partners a public company?
Ascension Wealth Partners is private company therefore does not currently have an official ticker symbol
See more information about Ascension Wealth Partners

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