Overview
Assets Under Management: $1.1 billion
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 62
Average Client Assets: $14 million
Frequently Asked Questions
ONE WEALTH MAP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171750), ONE WEALTH MAP, LLC is subject to fiduciary duty under federal law.
ONE WEALTH MAP, LLC is headquartered in LAS VEGAS, NV.
ONE WEALTH MAP, LLC serves 62 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, ONE WEALTH MAP, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
ONE WEALTH MAP, LLC manages $1.1 billion in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, ONE WEALTH MAP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.99
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 1,314
Discretionary Accounts: 352
Non-Discretionary Accounts: 962
Regulatory Filings
CRD Number: 171750
Filing ID: 2029154
Last Filing Date: 2025-11-20 18:27:49
Website: 8