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| Asset One Wealth Management LLC
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|---|---|
| CRD # | 336350 |
| SEC # | 801-132828 |
| CIK # | 0002110759 |
| AUM | 982.5 M (2026-04-10) |
| Employees | 19 (47% Investors, 32% Brokers) |
| Fees | |
| Minimum | |
| Phone | 425504830 |
| Address | 11201 SE 8th Street, Suite 105 Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 39.7 | ||
| MERK Gold Trust | 34.3 | ||
| Apple Inc | 27.1 | ||
| Nvidia Corp | 20.4 | ||
| Sprott Physical Silver Trust | 16.4 | ||
| Amazon Com Inc | 14.7 | ||
| Sprott Physical Gold Trust | 13.2 | ||
| Broadcom Inc | 9.7 | ||
| Facebook Inc | 8.7 | ||
| Alphabet Inc | 8.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 888 | 284.5 |
| (b) Individuals (high net worth individuals) | 282 | 656.5 |
| (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 | 2 | 1.6 |
| (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 | 1 | 40.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,056 | 982.5 |
| By Discretionary | ||
| Discretionary | 3,056 | 982.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,056 | 982.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 982.5 | |
| Total | 3,056 | 982.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110759] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1,173 |
| Serves | Retail |
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