Onewelth Inc - Investment Advisers

About Onewelth Inc

Onewelth Inc is an investment adviser headquartered in New York, New York, and registered with the US Securities and Exchange Commission. The firm reports $101.85 million in regulatory assets under management and two employees. It is listed among investment advisers in New York and appears in the directory of US investment advisers. The firm describes itself as a cross-border wealth manager and fiduciary that focuses on high-net-worth individuals and multigenerational families with needs that span borders. Its client types include entrepreneurs and founders, professionals in private equity, hedge funds and asset management, legal, accounting and consulting experts, corporate executives, athletes and entertainers, and foundations and endowments. Described services include strategic asset allocation, active portfolio management, financial planning, retirement planning, and wealth preservation. The firm also offers consulting on special purpose vehicles and family office services. Its team is described as drawing on finance, legal and investment backgrounds, and the firm says it works with a global network of outside experts.

Key Facts

Assets Under Management

$101.85M

Employees

2

SEC File Number

801-127559