OneAscent Family Offices

EST. AUM
$544,486,722

CONTACTS
1

CLIENT ACCOUNTS
292

Firm Details

Metro area Birmingham
CRD Number 323305
Website oneascentfamilyoffices.com
Client types

Overview

OneAscent Family Offices is SEC-Registered investment advisor and multi-family office serving ultra-high-net-worth families and institutions across the United States. The firm offers comprehensive and faith-aligned financial stewardship services, with a focus on aligning wealth management strategies with each client’s mission, values, and legacy goals. Headquartered in Birmingham, Alabama, the firm is a division of the broader OneAscent financial platform.

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

OneAscent Family Offices

Platform Details

Investment Preferences

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Address

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