One Wealth Map, LLC
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 171750
- Registered since
- February 12, 2019
- Website
- onewealthmap.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Other
- Client types
- HNWI77.91%
- Individuals22.09%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
One Wealth Map, LLC is an independent registered investment adviser formed in 2019 that serves individual and family clients. The firm combines fee-based wealth management with ancillary services that include insurance brokerage and accounting-related offerings. Its advisory menu covers financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Compensation is flexible across percentage-of-AUM, hourly, subscription, fixed fees, commissions and other arrangements. The firm does not identify as an active ESG investor and it is not listed as a multi-state adviser on the snapshot provided.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Investment Grade Corp Bonds17%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
3 of 6
Christopher Wurst
Financial PlannerCRD 7027986
Kenneth Himmler
Co-FounderCRD 1364574
Patrick Weber
Client LiaisonCRD 1832704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$335M in ETFs
100%
$334M
0%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB) | State Street | Passive | Convertibles | $38.2M | 388,508 | 11.40% |
Location
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1980 Festival Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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