ONEWELTH INC
SEC Form ADV profile.
Total regulatory AUM
$101,854,177
Discretionary
$57,596,841
Non-discretionary
$44,257,336
Firm details
- CRD number
- 325277
- SEC file number
- 801-127559
- Main office
- NEW YORK, NY, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.onewelth.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.