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Oneascent Wealth

OneAscent Wealth Management helps clients and families find clarity, confidence, and contentment in their financial lives. You deserve an advisor who can translate your unique personal needs into a customized strategy. Our comprehensive suite of solutions help you align your Planning, Investment, and Stewardship decisions with what you value most. FREE tool: analyze your investments to see if they align with your values: https://oneascentwealth.com/onboarding/ Sign up for our newsletter: https://oneascentwealth.com/#newsletter-signup-footer Visit our website: https://oneascentwealth.com/ Follow us on Facebook: Subscribe to our YouTube channel: Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), an investment adviser registered with the United States Securities and Exchange Commission. OAWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

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HeadquartersBirmingham, United StatesEmployees17(11 to 50)Annual revenue$1M to <$10MWebsiteoneascentwealth.comLinkedIn profileLinkedIn

Verified contacts

16

available on Kipplo

LinkedIn employees

17

11 to 50 range

Open roles

no listings

Distinct roles

14

indexed titles

Tech stack

0

tools in use

Monthly traffic

118

organic / mo

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Decision-makers and verified team members

16 contacts with verified email or phone · masked until revealed.

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Top roles at Oneascent Wealth

14 distinct titles indexed · top 10 shown.

  • 2client relationship manager
  • 1()
  • 1advisor
  • 1client service manager
  • 1customer service specialist
  • 1financial advisor
  • 1lead advisor
  • 1lead financial advisor
  • 1planning & client services representative
  • 1planning and client service advisor
  • +4more titles

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