Onewelth Inc is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 24, 2026, reports $102M in regulatory assets under management, 2 employees, 1 office, and 7 accounts.
Assets Under Management
$102M
Employees
2
Offices
1 office
Total Clients
7
Primary office
NEW YORK, NY
300 PARK AVE, 2ND FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCorporations represent 85.7% of total clients.
Top client categories% of clientsClients
1
Corporations
85.7%
6
2
HNWI
14.3%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of March 24, 2026
Discretionary56.5%
$58M
57% of total RAUM56.5%
Non-discretionary43.5%
$44M
43% of total RAUM43.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$102M
Total Accounts7
10Y AUM Change+$102M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee4:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.