# WEALTH ONE ADVISORS

WEALTH ONE ADVISORS is a Multi Family Office based in Greenwich, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Greenwich, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** wealthoneadvisors.com

## Regulatory record

- **CRD number:** 137780
- **SEC file number:** 801-64863
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/137780

## About

Wealth One Advisors is an independent, comprehensive, transparent, and fiduciary-focused partner in financial planning. They create context for the complex world of finance and communicate in common-sense language, focusing on clients' family, vision, and values. Their straightforward fee-based platform strives to promote trust and mutual accountability, drawing on decades of experience. They serve retirees, pre-retirees, surviving spouses, beneficiaries, and self-employed business owners.

## People

- John Duffy — Founder
- John Duffy — CEO

## Questions

### Who founded Wealth One Advisors and what was his prior role?

John Duffy founded Wealth One Advisors in 2013 and serves as its CEO. Before launching the firm, he held senior positions at major wealth management institutions, including Merrill Lynch, where he worked with ultra-high-net-worth clients. His move from the wirehouse channel to an independent family-office model was driven by a focus on providing conflict-free advice without product sales pressure.

### Does Wealth One Advisors have a succession plan?

The firm's structure — a single founder principal serving a small client base — makes succession a central question. Wealth One addresses this through its emphasis on multi-generational planning for client families, though details of internal ownership transition or next-generation leadership are not publicly disclosed.

## Related profiles

- [Riva Ridge Capital Management](https://altss.com/profile/riva-ridge-capital-management-lp)
- [Cantillon Capital Management](https://altss.com/profile/cantillon-capital-management-llc)

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Last updated: 2026-08-11T15:08:32.892Z

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