ALL ONE WEALTH, LLC
CRD 300847
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$45.7M
Discretionary AUM
$45.7M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $14.0M |
| High net worth individuals | 18 | $30.5M |
| Corporations/business entities | 1 | $1.2M |
All web addresses on file
- https://www.facebook.com/AllOneWealth/
- https://www.instagram.com/allonewealth/?hl=en
- https://www.linkedin.com/in/mark-sauer-bba269a4/
- http://www.allonewealth.com
- https://www.linkedin.com/company/allonewealth?trk=public_profile_topcard-current-company
- https://www.substack.com/@marksauer?utm_source=user-menu
- https://medium.com/@AllOneWealth
Official SEC filing: View on IAPD