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ONEWELTH INC
CRD 325277 · SEC 801-127559
300 PARK AVE, 2ND FLOOR, NEW YORK, NY, 10022, United States
Phone
212-750-0718
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$101.9M
Discretionary AUM
$57.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE; SPV CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $9.3M |
| Corporations/business entities | 6 | $92.6M |
States served
NY, FL
All web addresses on file
Official SEC filing: View on IAPD