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| Onewelth Inc
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|
|---|---|
| CRD # | 325277 |
| SEC # | 801-127559 |
| CIK # | |
| AUM | $85.7 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-750-0718 |
| Address | 300 Park Avenue New York, NY 10022 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | MVA Green Mountain Fund LLC | 2024-03-22 | 40.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 6.3 |
| (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 | 5 | 79.4 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 85.7 |
| By Discretionary | ||
| Discretionary | 3 | 47.6 |
| Non-Discretionary | 3 | 38.0 |
| Total | 6 | 85.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 85.7 | |
| Total | 6 | 85.7 |
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|---|---|---|
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✚
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0.1 | |
|
Point B Planning LLC
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|
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|
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|
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|
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|
Lumida Wealth Management LLC
✚
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