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| Adviceone Advisory Services LLC
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| CRD # | 111614 |
| SEC # | 801-62125 |
| CIK # | 0001998980 |
| AUM | 2,045.7 M (2026-03-23) |
| Employees | 56 (25% Investors, 0% Brokers) |
| Phone | 860-659-4900 |
| Address | 100 Western Boulevard Glastonbury, CT 06033 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Technologies Corp /DE/ | 115.2 | ||
| Carrier Global Corp | 16.9 | ||
| Otis Worldwide Corp | 10.0 | ||
| Tesla Motors Inc | 7.7 | ||
| Apple Inc | 4.2 | ||
| Lincoln Electric Holdings Inc | 2.5 | ||
| Nvidia Corp | 2.3 | ||
| Latham Group Inc | 1.2 | ||
| General Electric Co | 1.1 | ||
| Alphabet Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 666 | 0.2 |
| (b) Individuals (high net worth individuals) | 783 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,781 | 2.0 |
| By Discretionary | ||
| Discretionary | 4,781 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,781 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 4,781 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001998980] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Retail |
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