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ONE XVI Wealth
Sean founded ONE XVI Wealth in 2019, drawing on more than 15 years of client-facing experience that included navigating the 2008–09 market turmoil.
ONE XVI Wealth
Sean founded ONE XVI Wealth in 2019, drawing on more than 15 years of client-facing experience that included navigating the 2008–09 market turmoil. The Southlake, Texas registered investment advisor structures its engagement around a proprietary U3 Financial Plan to align money with values, serving individual investors, small business owners and ministry or nonprofit clients. The firm's advisory model spans financial planning, portfolio management and investment advisory services. Its process guides clients through stages it calls Uncover, Unlock and Unleash — an effort to build a framework that connects life goals, charitable intent and market exposure. While specific asset-class allocations and named portfolio holdings are not publicly disclosed, the firm positions its offering as values-conscious stewardship rather than pure return-maximization. Sean holds the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® designations, reflecting an emphasis on faith-driven and values-aligned investing for the firm's client base. No separate institutional vehicles, co-investment programs or philanthropic foundations are publicly identified beyond the core RIA. What distinguishes the firm structurally is its founder-led, values-first planning model operating outside the aggregation logic of aggregator platforms or large bank-affiliated RIAs. The firm does not market scale, institutional asset-class complexity or pooled family-office structures, keeping its posture intentionally boutique and advice-centric.
General information
Firm type
Bank / Wealth / Trust
Year founded
2019
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Southlake
Corporate office
Southlake, TX, United States
Principals
Sean
Founder
Frequently asked questions
Who runs investment decisions at ONE XVI Wealth?
Sean, the firm's founder, leads the advisory and planning process. He has worked with clients for over 15 years and holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® designations. The firm's website positions Sean as the primary guide for client plans and investment alignment, with no separate investment committee disclosed publicly.
How does ONE XVI Wealth source clients or deal flow?
The firm does not operate as a capital allocator sourcing direct deals or fund commitments in the manner of a family office. Its practice is built around providing financial planning and portfolio management to individuals, small business owners, and ministry or nonprofit organizations. Client engagement begins through a consultation request, reflecting a direct-to-client advisory funnel rather than a deal-sourcing pipeline.
Is ONE XVI Wealth structured as a family office?
No. ONE XVI Wealth is a registered investment advisor and wealth management firm serving external clients, not a single-family office or multi-family office. Its client base includes individuals, high-net-worth families, businesses, and charitable organizations under an RIA structure rather than a consolidated family-office balance sheet.
What does the firm's values-aligned investing mandate look like in practice?
The firm uses a proprietary U3 Financial Plan methodology — Uncover, Unlock, Unleash — to integrate client values with investment decisions and financial planning. Sean's Certified Kingdom Advisor® designation signals a faith-based, biblically-informed framework for stewardship. Specific screens, exclusionary criteria, or thematic allocations are not publicly detailed.
Does ONE XVI Wealth operate outside of Texas?
The firm's only disclosed physical presence is its headquarters in Southlake, Texas. Its website does not list additional offices, though as an RIA it may serve clients in other jurisdictions pending registration or exemption status.
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