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ASSET ONE WEALTH MANAGEMENT, LLC
CRD 336350File 801-132828
APPROVED
Retail clients
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$982.5M
Above cohort median (national)
Discretionary AUM
$982.5M
Clients
1,173
3,056 accounts
Employees
19
Top 25% of cohort in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 6, 2025
- Principal office
- 11201 SE 8TH STREET, SUITE 105, BELLEVUE, WA, 98004
- Phone
- (425) 504-8200
- Website
- https://www.assetone.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $982.5M
- Discretionary AUM
- $982.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,056
- Non-discretionary accounts
- 0
- Total accounts
- 3,056
- AUM per client
- $838K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $40.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $1.6M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 282 | $656.5M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 888 | $284.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.