{
  "crd_number": 325277,
  "slug": "onewelth-inc-new-york-ny-325277",
  "primary_business_name": "ONEWELTH INC",
  "legal_name": "ONEWELTH INC",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-03-31",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-11",
  "carried_forward": false,
  "raum_total": 101854177.0,
  "raum_discretionary": 57596841.0,
  "raum_non_discretionary": 44257336.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 9259713.0,
      "count": 1,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 92594464.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://linkedin.com/company/onewelth",
    "https://onewelth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325277",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/onewelth-inc-new-york-ny-325277",
  "display_name": "Onewelth Inc",
  "summary": "Onewelth Inc is an SEC-registered investment advisory firm in New York, NY, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.",
  "citation": "AdvisorCensus. Onewelth Inc (CRD 325277): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Onewelth Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Onewelth Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Onewelth Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 states: Flat fee: up to $150,000 a year (family office services); Hourly rate: $500 an hour (Services beyond the scope of the family office services…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Onewelth Inc located?",
      "a": "Onewelth Inc's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Onewelth Inc registered with the SEC or a state?",
      "a": "Onewelth Inc is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325277."
    },
    {
      "q": "How much does Onewelth Inc manage?",
      "a": "Onewelth Inc reports $101,854,177 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (57% discretionary)."
    },
    {
      "q": "How have Onewelth Inc's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Onewelth Inc: Regulatory assets under management: $46,881,701 in the October 2023 data and $101,854,177 in the October 2026 data, up 117%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Onewelth Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (6); high net worth individuals (1)."
    },
    {
      "q": "Which custodians does Onewelth Inc use?",
      "a": "Onewelth Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Stifel, Nicolaus & Company, Incorporated and Two Ocean Trust LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Onewelth Inc report any disciplinary disclosures?",
      "a": "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/325277"
    },
    {
      "q": "What changed in Onewelth Inc's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $85,659,557 to $101,854,177 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 46881701.0,
      "total_employees": 2,
      "filing_date": "2023-08-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 47270237.0,
      "total_employees": 2,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 85659557.0,
      "total_employees": 2,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 101854177.0,
      "total_employees": 2,
      "filing_date": "2026-09-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $85,659,557 to $101,854,177 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $150,000 a year (family office services)",
      "Hourly rate: $500 an hour (Services beyond the scope of the family office services…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $150,000 a year (family office services)"
        ],
        "quotes": [
          "For family office services , OneWelth charges an agreed upon annual fixed fee that may range up to $150,000 depending on the complexity of the client’s financial situation and needs."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (Services beyond the scope of the family office services…)"
        ],
        "quotes": [
          "Services beyond the scope of the family office services agreement will be billed at a rate of $500/hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 150000.0,
          "period": "annual",
          "service": "family office services"
        },
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Services beyond the scope of the family office services agreement"
        }
      ]
    },
    "quotes": [
      "For family office services , OneWelth charges an agreed upon annual fixed fee that may range up to $150,000 depending on the complexity of the client’s financial situation and needs.",
      "Services beyond the scope of the family office services agreement will be billed at a rate of $500/hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Stifel, Nicolaus & Company, Incorporated",
      "name_as_filed": "STIFEL, NICOLAUS & COMPANY, INCORPORATED",
      "affiliated": false
    },
    {
      "name": "Two Ocean Trust LLC",
      "name_as_filed": "TWO OCEAN TRUST LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/onewelth-inc-new-york-ny-325277.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 9259713.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 92594464.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/325277",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}