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Building 2ASSET ONE WEALTH MANAGEMENT, LLC

Map pinBELLEVUE, WA
Phone(425) 504-830
NotebookSEC #801-132828
Total AUM
$982.5M
Employees
19
Clients
1,179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11201 SE 8TH STREET, SUITE 105
BELLEVUE
WA 98004
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
(425) 504-830
Other Offices
5

ReceiptFinancials

Total AUM
$982.5M
Accounts
3,056
Discretionary
$982.5M
Accounts
3,056
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
888
AUM
$284.5M
HNW Individual Clients
282
AUM
$656.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
2
AUM
$1.6M
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$40M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOHORPAUTWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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