# ONE XVI Wealth

ONE XVI Wealth is a Bank / Wealth / Trust based in Southlake, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Southlake, United States
- **Region:** North America
- **Address:** Southlake, TX, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** onexvi.com
- **LinkedIn:** https://www.linkedin.com/company/onexvi

## Regulatory record

- **CRD number:** 329940
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329940

## About

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.

## People

- Sean — Founder

## 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.

### 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.

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- [Onex](https://altss.com/profile/onex)
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Last updated: 2026-06-03T20:00:00.000Z

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