0001844707-24-000001.txt : 20241107
0001844707-24-000001.hdr.sgml : 20241107
20241107160713
ACCESSION NUMBER: 0001844707-24-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241107
DATE AS OF CHANGE: 20241107
EFFECTIVENESS DATE: 20241107
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: OneAscent Wealth Management LLC
CENTRAL INDEX KEY: 0001844707
ORGANIZATION NAME:
IRS NUMBER: 850895057
STATE OF INCORPORATION: AL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20595
FILM NUMBER: 241435598
BUSINESS ADDRESS:
STREET 1: 23 INVERNESS CENTER PARKWAY
CITY: BIRMINGHAM
STATE: AL
ZIP: 35242
BUSINESS PHONE: 2053139142
MAIL ADDRESS:
STREET 1: 23 INVERNESS CENTER PARKWAY
CITY: BIRMINGHAM
STATE: AL
ZIP: 35242
13F-HR
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23 INVERNESS CENTER PARKWAY
BIRMINGHAM
AL
35242
13F HOLDINGS REPORT
028-20595
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COM
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COM
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COM
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COM
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COM
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WALMART INC
COM
931142103
999
12368
SH
SOLE
0
0
12368
WASTE MGMT INC DEL
COM
94106L109
224
1078
SH
SOLE
0
0
1078
WELLS FARGO CO NEW
COM
949746101
478
8462
SH
SOLE
0
0
8462
WILLIAMS COS INC
COM
969457100
465
10193
SH
SOLE
0
0
10193
YUM BRANDS INC
COM
988498101
309
2215
SH
SOLE
0
0
2215