Onewelth Inc

RIASEC Registered

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 Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Onewelth Inc. is a corporate investment adviser that registered with the SEC in 2023 and operates as an individual-owned capital allocator serving both high-net-worth individuals/families and institutional clients. Its advisory work spans discretionary portfolio management for individuals, small businesses, pooled investment vehicles and institutions, and it also performs manager selection for third-party advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm is not identified as an active ESG investor and is not positioned as a multi-state or pension consultant adviser. Onewelth Inc. is also active as a sponsor/GP/managing member of pooled investment vehicles.