Assets Under Management
$431.7M
Number of Clients
918
Number of Advisors
12
Average Client AUM
$470K
AUM per Advisor
$36.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
OneAscent Wealth Management offers discretionary and non-discretionary asset management, unified managed accounts (UMAs) through OneAscent Investment Solutions LLC, and financial planning and consulting services. They also provide investment advisory services for pooled retirement plans and ERISA investment fiduciary services.
23 Inverness Center Parkway, Birmingham, AL, 35242