ONEWELTH INC

RIASEC RegisteredEst. 2023

Total AUM

$102M

Discretionary

$57.6M

57% of AUM

Avg account

$14.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 325277
Registered since: March 31, 2023
Custodians: STIFEL NICOLAUS & CO., INC., TWO OCEAN TRUST LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Corporations / Businesses90.91%
HNWI9.09%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Onewelth Inc is a boutique wealth manager and capital allocator that registered with the SEC in 2023 and operates as a corporation under individual ownership. The firm serves high-net-worth individuals, families and institutional clients, delivering portfolio management for both personal and business/institutional accounts and advising on selection of other advisers. Its fee model is flexible—charging percentage of AUM as well as hourly and fixed fees—allowing it to offer both traditional advisory relationships and project-based engagements. The firm acts not only as an allocator to third-party managers but also as a sponsor/GP/managing member of pooled investment vehicles. That sponsor role is material to the firm’s operating profile: it runs at least one fund vehicle and participates in manager selection and oversight in addition to running discretionary mandates. ESG investing is not a stated focus.