| Name: | OneAscent Wealth Management, LLC |
| Jurisdiction: | Alabama |
| Legal type: | Foreign Limited Liability Company |
| Status: | Exists |
| Date of registration: | 26 Dec 2017 (7 years ago) |
| Entity Number: | 000-629-354 |
| Register Number: | 000629354 |
| County: | Shelby |
| Place of Formation: | Delaware |
| Principal Address: | 23 Inverness Center ParkwayBirmingham, AL 35242 |
| Principal Address ZIP Code: | 35242 |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1844707 | 23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, 35242 | 23 INVERNESS CENTER PARKWAY, BIRMINGHAM, AL, 35242 | 2053139142 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2024-07-17 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-16
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2024-04-16 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-11
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2024-01-11 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-13
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2023-10-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-10
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2023-07-10 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-17
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2023-04-17 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-12
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2023-01-12 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-02
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2022-11-02 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-08
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2022-08-08 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-12
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2022-05-12 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-08
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2022-02-08 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-12
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2021-11-12 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-04-27
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2021-04-27 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-02-08
| Form type | 13F-HR |
| File number | 028-20595 |
| Filing date | 2021-02-08 |
| Reporting date | 2020-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ONEASCENT WEALTH MANAGEMENT LLC 401(K) PLAN | 2020 | 850895057 | 2021-07-31 | ONEASCENT WEALTH MANAGEMENT LLC | 13 | |||||||||||||||||||||||||||||
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| Administrator’s EIN | 830824803 |
| Plan administrator’s name | 401K SAFE 3(16), LLC |
| Plan administrator’s address | 302 EAST MAIN STREET, ALBERTVILLE, AL, 35950 |
| Administrator’s telephone number | 2568490585 |
Signature of
| Role | Plan administrator |
| Date | 2021-07-31 |
| Name of individual signing | JIM SHARP |
| Name | Role |
|---|---|
| Pearson, Harry | Agent |
Date of last update: 15 Aug 2024
Sources: Alabama Secretary of State
