One Wealth Map, LLC

Overview

One Wealth Map, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with fee models that include percentage of AUM, hourly, subscription, fixed fees and commission-based arrangements. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Ancillary business activities include insurance brokerage and accounting services, and the firm lists relationships with other investment advisers, accountants and insurance companies. The firm is not positioned as an institutional pension consultant or capital allocator; it does not identify as an active ESG investor and does not operate as a multi-state RIA in the regulatory sense.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices