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ASSET ONE WEALTH MANAGEMENT, LLC
CRD 336350 · SEC 801-132828
11201 SE 8TH STREET, SUITE 105, BELLEVUE, WA, 98004, United States
Phone
(425) 504-830
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$982.5M
Discretionary AUM
$982.5M
Team
19 total employees; 9 advisory reps; 1173 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 888 | $284.5M |
| High net worth individuals | 282 | $656.5M |
| Charitable organizations | 2 | $1.6M |
| Corporations/business entities | 1 | $40.0M |
States served
CA, OH, OR, PA, UT, WA, FL
All web addresses on file
Official SEC filing: View on IAPD