# Asset One Wealth Management, LLC > Asset One Wealth Management, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated October 1, 2026. - CRD: 336350 - Filed as: ASSET ONE WEALTH MANAGEMENT, LLC - Also doing business as: AK WEALTH MANAGEMENT, PFP STRATEGIC WEALTH ADVISORS, SCOTT STRATEGIC INVESTMENTS, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Bellevue, WA - Filing period: October 2026 - Form ADV filing dated: October 1, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336350 - AdvisorCensus page: https://advisorcensus.com/firm/asset-one-wealth-management-llc-bellevue-wa-336350 ## Quick answers **How is Asset One Wealth Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Asset One Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. **Where is Asset One Wealth Management, LLC located?** Asset One Wealth Management, LLC's principal office is in Bellevue, WA, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F). **Is Asset One Wealth Management, LLC registered with the SEC or a state?** Asset One Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336350. **How much does Asset One Wealth Management, LLC manage?** Asset One Wealth Management, LLC reports $982,530,630 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary). **How have Asset One Wealth Management, LLC's assets and staff changed since 2025?** In the Form ADV data for Asset One Wealth Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $982,530,630 in the October 2026 data. Total employees: 5 in October 2025 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Asset One Wealth Management, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (888); high net worth individuals (282); charitable organizations (2). **Does Asset One Wealth Management, LLC report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336350 **What changed in Asset One Wealth Management, LLC's recent Form ADV filings?** In the October 2026 filing data: Added an office in Conroe, TX. Added an office in Pagosa Springs, CO. ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management ### Fees and minimums (Form ADV Part 2A brochure dated April 10, 2026) - Minimum annual fee: None > Asset One does not impose a minimum annual fee or account size to work with Asset One. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Regulatory assets under management (Item 5.F) - Total: $982,530,630 - Discretionary: $982,530,630 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 888 | $284,492,362 | | High net worth individuals | 282 | $656,488,659 | | Banking or thrift institutions | Fewer than 5 | $0 | | Investment companies | 0 | $0 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 | | Charitable organizations | 2 | $1,598,705 | | State or municipal government entities (including government pension plans) | Fewer than 5 | $0 | | Other investment advisers | Fewer than 5 | $0 | | Insurance companies | Fewer than 5 | $0 | | Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | | Corporations or other businesses not listed above | 1 | $39,950,904 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses ### Firm details - Registered since: 2025 (1 year) - Employees: 19 total, 9 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: AK, AZ, CA, CO, FL, GA, HI, ID, LA, MD, MI, MO, NC, NH, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Other offices (Schedule D, Section 1.F), as of the October 2026 filing - Conroe, TX - Draper, UT - Findlay, OH - Pagosa Springs, CO - Philomath, OR ### Websites listed on Form ADV (Item 1.I) - assetone.com ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2025 | $0 | 5 | July 2, 2025 | | October 2026 | $982,530,630 | 19 | October 1, 2026 | Regulatory assets under management: $0 in the October 2025 data and $982,530,630 in the October 2026 data. Total employees: 5 in October 2025 and 19 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Added an office in Conroe, TX. - Added an office in Pagosa Springs, CO. ### September 2026 - Added the business name Scott Strategic Investments, LLC. ### August 2026 - Registered or notice-filed in AK, AZ, CO, GA, HI, ID, LA, MD, MI, MO, NC, NH, NV, NY, TN, TX, VA. ### May 2026 - Registered or notice-filed in CA. ### April 2026 - Regulatory assets under management went from $435,591,345 to $982,530,630 (+126%). - Employees performing advisory functions went from 7 to 9. - Added the business name PFP Strategic Wealth Advisors. - Added an office in Draper, UT. - Added an office in Findlay, OH. - No longer lists an office in Pleasant Grove, UT. - Registered or notice-filed in PA. - Updated its list of owners and control persons (Schedule A). ### February 2026 - Registered or notice-filed in FL. ### December 2025 - Regulatory assets under management went from $0 to $435,591,345. - Employees performing advisory functions went from 3 to 7. - Added the business name AK Wealth Management. - Registered or notice-filed in OH, OR, UT. ### November 2025 - Added an office in Pleasant Grove, UT. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset One Wealth Management, LLC (CRD 336350): Form ADV filing data as of October 2026.