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ONEWELTH INC
ONEWELTH INC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2023. The firm manages $102 million in assets, $58 million on a...
Overview
ONEWELTH INC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2023. The firm manages $102 million in assets, $58 million on a discretionary basis. It has 2 employees and 2 investment advisers. ONEWELTH INC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-09-11, it reported 2 employees; 7 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Asset Manager
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