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OneAscent Financial Services LLC

EST. AUM
$3,537,993,573

CONTACTS
8

CLIENT ACCOUNTS
16,009

Firm Details

Metro area Birmingham
CRD Number 284549
Website oneascent.com
Client types

Overview

OneAscent is a group of companies providing financial solutions to advisors and investors. It includes OneAscent Wealth Management, OneAscent Financial Services, OneAscent Investment Solutions, and OneAscent Capital. These companies focus on values-based investing to create a positive impact. Each company aims to help clients manage their financial life and legacy. OneAscent believes in financial planning and wealth management as collaborative efforts among clients, financial advisors, and investment resources, emphasizing clarity, communication, and unity. Headquartered in Birmingham, AL, OneAscent serves clients through multiple office locations across the United States.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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