# Onewelth Inc

> 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.

- CRD: 325277
- Filed as: ONEWELTH INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325277
- AdvisorCensus page: https://advisorcensus.com/firm/onewelth-inc-new-york-ny-325277

## Quick answers

**How is Onewelth Inc compensated?**
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).

**How much does Onewelth Inc charge?**
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 agreement); Flat fee: up to $100,000 a year (SPV Consulting Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Onewelth Inc located?**
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).

**Is Onewelth Inc registered with the SEC or a state?**
Onewelth Inc is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325277.

**How much does Onewelth Inc manage?**
Onewelth Inc reports $101,854,177 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (57% discretionary).

**How have Onewelth Inc's assets and staff changed since 2023?**
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.

**What types of clients does Onewelth Inc serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (6); high net worth individuals (1).

**Which custodians does Onewelth Inc use?**
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.

**Does Onewelth Inc 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/325277

**What changed in Onewelth Inc's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $85,659,557 to $101,854,177 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Flat fee: up to $150,000 a year (family office services)

> 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.

- Hourly rate: $500 an hour (Services beyond the scope of the family office services agreement)

> Services beyond the scope of the family office services agreement will be billed at a rate of $500/hour.

- Flat fee: up to $100,000 a year (SPV Consulting Services)

> Our firm offers SPV Consulting Services for an annual fee that is typically based on a fixed fee ranging up to $100,000 payable in installments to be negotiated with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Stifel, Nicolaus & Company, Incorporated
- Two Ocean Trust LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $101,854,177
- Discretionary: $57,596,841
- Non-discretionary: $44,257,336

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 1 | $9,259,713 |
| Banking or thrift institutions | 0 | $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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 6 | $92,594,464 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- 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
- Miami Beach, FL

### Websites listed on Form ADV (Item 1.I)
- onewelth.com
- LinkedIn @onewelth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $46,881,701 | 2 | August 30, 2023 |
| October 2024 | $47,270,237 | 2 | March 22, 2024 |
| October 2025 | $85,659,557 | 2 | March 25, 2025 |
| October 2026 | $101,854,177 | 2 | September 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $85,659,557 to $101,854,177 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onewelth Inc (CRD 325277): Form ADV filing data as of October 2026.