Michael
Sappington

Ascension Wealth Partners, LLC

CRD#2314542
Investment Advisor
in Pleasant Hill, CA

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About this Advisor

Michael Sappington is a financial advisor based in Pleasant Hill, California, working with Ascension Wealth Partners, LLC. Michael has previously held a position at Ascension Wealth Partners, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Michael is part of Ascension Wealth Partners, LLC, which operates out of Pleasant Hill, California. The firm has 2 employees and manages assets totaling $117.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses. The fee structure at Ascension Wealth Partners, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

391 Taylor Boulevard Suite 125
Pleasant Hill, CA 94523

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Ascension Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$117,448,231

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

118

CA Average: 3,727
Average Account Size

$995,324

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Sappington Work History

2008 - Present (16 years)

Ascension Wealth Partners, LLC

Disclosures

Please visit the SEC profile of Michael Sappington to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ascension Wealth Partners, LLC

Kory Swekla
Pleasant Hill, CA
Michael Sappington
Pleasant Hill, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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