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ONEWELTH INC
CRD 325277File 801-127559
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$101.9M
Bottom 25% of cohort (national)
Discretionary AUM
$57.6M
Non-discretionary $44.3M
Clients
7
7 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 31, 2023
- Principal office
- 300 PARK AVE, 2ND FLOOR, NEW YORK, NY, 10022
- Phone
- 212-750-0718
- Website
- https://www.onewelth.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $101.9M
- Discretionary AUM
- $57.6M
- Non-discretionary AUM
- $44.3M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 3
- Total accounts
- 7
- AUM per client
- $14.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $92.6M |
| High net worth individuals | Fewer than 5 | $9.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.