One Day Wealth

Overview

One Day Wealth is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its stated fee options include a percentage of assets under management, hourly consulting, and fixed fees, which suggests a hybrid advice model that accommodates both ongoing portfolio oversight and one-off planning engagements. Investment activity tilts toward public equities: the firm shows a clear preference for exchange-traded instruments and manages portfolios with a predominantly equity orientation. It is not flagged as an active ESG investor, and it does not present itself as a multi-state or pension consultant adviser. One Day Wealth appears to be owner-operated and positioned to provide personalized advice rather than acting as a capital allocator or multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices