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ONE XVI WEALTH
ONE XVI WEALTH, LLC
CRD 329940
1560 E SOUTHLAKE BLVD., SUITE 100, SOUTHLAKE, TX, 76092, United States
Phone
817-753-0018
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$52.9M
Discretionary AUM
$52.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $8.6M |
| High net worth individuals | 25 | $43.7M |
| Charitable organizations | 2 | $512K |
Official SEC filing: View on IAPD