Ascension Advisors

EST. AUM
$21,549,455

CONTACTS
1

CLIENT ACCOUNTS
47

Firm Details

Metro area Phoenix
CRD Number 337446
Website ascensionadvisors.com
Client types

Overview

Ascension Advisors is a Delaware-registered investment advisory firm founded in 2025 and wholly owned by Marcus Waddell. Operating as a fiduciary under the trademark “Ascension Advisors,” the firm is committed to serving individuals and a diverse range of clients through a personalized and service-oriented advisory model. Ascension Advisors emphasizes open communication, tailored financial guidance, and a deep understanding of each client’s risk tolerance, goals, and time horizon. The firm offers a suite of investment advisory services—including asset management, comprehensive portfolio management, and financial planning—designed to meet clients’ evolving financial needs while upholding the highest standards of fiduciary responsibility.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Ascension Advisors

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