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ONEASCENT WEALTH MANAGEMENT

BIRMINGHAM, AL · CRD 308057 · IAPD ↗ · oneascent.com · 205-313-9142

$475.6MRegulatory AUM
12Advisory reps
23Employees
60Clients
251-500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — ONEASCENT WEALTH MANAGEMENT changed its website from oneascentwealth.com to oneascent.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
April 2026 — ONEASCENT WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2026 — ONEASCENT WEALTH MANAGEMENT grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
January 2026 — ONEASCENT WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
May 2024 — ONEASCENT WEALTH MANAGEMENT notice-filed in CO, MD, OH, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — ONEASCENT WEALTH MANAGEMENT shrank from 14 to 11 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — ONEASCENT WEALTH MANAGEMENT crossed $500M in regulatory AUM ($470.7M -> $520.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.