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One Wealth Planning
ONE WEALTH PLANNING LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1...
One Wealth Planning
ONE WEALTH PLANNING LLC is a state-registered investment adviser with $40 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Waxahachie, TX
Corporate office
Bellevue, WA, United States
Sector focus
Frequently asked questions
How does the firm access private-market investments?
One Wealth Planning does not operate a proprietary direct-investment team. Instead, it sources private-market exposure through relationships with regional fund managers, national private-credit platforms, and real estate operating partners. Clients gain access to venture, private credit, and real estate primarily through pooled vehicles and structured co-investment opportunities, with sourcing weighted toward managers known to the firm's Pacific Northwest network.
How does One Wealth Planning handle philanthropy and legacy planning?
The firm coordinates charitable-giving structures including donor-advised funds, charitable remainder trusts, and private-foundation administration. Philanthropic services are integrated with broader estate and tax planning, and the firm convenes external trust-and-estate counsel for document drafting and foundation compliance work.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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