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| Keyboard |
| Onewelth Inc
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|---|---|
| CRD # | 325277 |
| SEC # | 801-127559 |
| CIK # | |
| AUM | 101.9 M (2026-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-750-0718 |
| Address | 300 Park Ave New York, NY 10022 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | MVA Green Mountain Fund LLC | 2024-03-22 | 45.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 9.3 |
| (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 | 6 | 92.6 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 101.9 |
| By Discretionary | ||
| Discretionary | 4 | 57.6 |
| Non-Discretionary | 3 | 44.3 |
| Total | 7 | 101.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 44.6 | |
| United States Persons | 57.3 | |
| Total | 7 | 101.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Capital Synergy Partners Inc
✚
|
CA | 102.3 M |
|
Betterman Digital Wealth Inc
✚
|
102.1 M | |
|
Haire Wealth Management Inc
✚
|
MS | 102.0 M |
|
Balanced Wealth Management LLC
✚
|
RI | 102.0 M |
|
Touchstone Capital Inc
✚
|
PA | 101.9 M |
|
Strategic Wealth Partners LLC
✚
|
TN | 101.7 M |
|
Hanover Square Wealth Advisors LLC
✚
|
101.6 M | |
|
Integrative Planning Inc
✚
|
NC | 101.4 M |
|
Mendoza Private Wealth Inc
✚
|
FL | 101.4 M |
|
Integrated Benefits Incorporated
✚
|
101.3 M |