Asset One Wealth Management, LLC

RIASEC Registered

Total AUM

$983M

Discretionary

$983M

100% of AUM

Avg account

$322K

Accounts

3,056

Employees

19

Advisory reps

19

Firm details

Headquarters: Bellevue, Washington
CRD number: 336350
Registered since: June 6, 2025
Website: www.assetone.com
Fee structure: Percentage of AUM
Client types: HNWI66.82%
Individuals28.96%
Corporations / Businesses4.07%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Asset One Wealth Management, LLC is an independent, fee-based registered investment adviser that registered with the SEC in 2025. The firm provides financial planning and portfolio management services aimed at individuals, families and small-business owners, while also working with institutional clients. Compensation is calculated as a percentage of assets under management. Asset One does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities54%
Public Funds/Mutual Funds25%
Investment Grade Corp Bonds11%
Cash & Cash Equivalents7%
US Government Bonds1%

Owners & executives

2 of 2

Richard Chen
Partner, Chief Compliance Officer & General CounselCRD 7292162
Leah Cook
Chief Operating OfficerCRD 7387114

Contacts

3 of 17

Robert Phillips
Investment Advisor RepresentativeCRD 5257305
Don Petricic
Registered RepresentativeCRD 4446717
Bradley Ward
Investment Adviser RepresentativeCRD 6223693

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 221

Active vs passive

$628M in ETFs

Passive

90%

$562M

Active

9%

$65.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANECK MERK GOLD ETF (OUNZ)	VanEck	Passive	Commodities Focused	$30.7M	785,998	4.88%

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Primary office

Bellevue, WA

King

Location

Bellevue, WA

Headquartered in Bellevue, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area: Seattle-Tacoma, WA
Region: West
County: King
Address: 11201 Se 8th St
Time zone: PT (UTC-8)
Office locations

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