Ascension Private Wealth Advisors Inc.
- Regulatory AUM
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- Discretionary
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- Avg AUM / client
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- Employees
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Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $2.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Wcm Ventures Alpha Fund Llc | Private Equity Fund | Delaware | $1.7M | 97 |
| Wcm Ventures Alpha Fund Ii Llc | Private Equity Fund | Delaware | $768K | 0 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bodkin, Gregory, Patrick | Chief Compliance Officer | Jul 2020 (6y) | Less than 5% | |
| Worden, Jamie, John | President | Jul 2020 (6y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $2.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Wcm Ventures Alpha Fund Llc | Private Equity Fund | $1.7M | $100K | 97 |
| Wcm Ventures Alpha Fund Ii Llc | Private Equity Fund | $768K | $100K | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗