ONEASCENT WEALTH MANAGEMENT LLC
C31
CRD 308057·SEC 801-118682·BIRMINGHAM, AL
AUM
$475.6M
$100M-$500M
Est. Revenue
$4.8M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$11.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $265.0M
'23 · $384.5M
'25 · $431.7M
'26 · $475.6M
'22'26
$265.0M → $475.6M▲ +79%
Client mix
| Individuals Other | 790 |
| Individuals High Net Worth | 126 |
| Charitable Organizations | 6 |
| Corporations | 5 |
Operations
Advisory staff (5-yr trend)
'21 · 2 advisors
'22 · 9 advisors
'23 · 12 advisors
'25 · 9 advisors
'26 · 12 advisors
'21'26
2 advisors → 12 advisors▲ +500%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242
Business
23 INVERNESS CENTER PARKWAYBIRMINGHAM, AL 35242
Edgar Recent Filings
13F-HR2026-04-21 · 0001844707-26-000002
13F-HR2026-02-11 · 0001844707-26-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited