# One Day Wealth Management

> One Day Wealth Management is a state-registered investment advisory firm, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 330028
- Filed as: ONE DAY WEALTH MANAGEMENT
- Legal name: One Day Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330028
- AdvisorCensus page: https://advisorcensus.com/firm/one-day-wealth-management-330028

## Quick answers

**How is One Day Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), One Day Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is One Day Wealth Management registered with the SEC or a state?**
One Day Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330028.

**How much does One Day Wealth Management manage?**
One Day Wealth Management reports $28,199,136 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does One Day Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (12).

**Does One Day Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330028

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $28,199,136
- Discretionary: $28,199,136
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $5,521,959 |
| High net worth individuals | 12 | $22,677,177 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- onedaywealthmanagement.com
- LinkedIn @one-day-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Day Wealth Management (CRD 330028): Form ADV filing data as of October 2026.