Overview
Assets Under Management: $382 million
Headquarters: ALBANY, NY
High-Net-Worth Clients: 244
Average Client Assets: $0.9 million
Frequently Asked Questions
WEALTHONE, 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 #284679), WEALTHONE, LLC is subject to fiduciary duty under federal law.
WEALTHONE, LLC is headquartered in ALBANY, NY.
WEALTHONE, LLC serves 244 high-net-worth clients according to their SEC filing dated November 22, 2023. View client details ↓
According to their SEC Form ADV, WEALTHONE, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
WEALTHONE, LLC manages $382 million in client assets according to their SEC filing dated November 22, 2023.
According to their SEC Form ADV, WEALTHONE, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 244
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.59%
Average Client Assets: $0.9 million
Total Client Accounts: 1,265
Discretionary Accounts: 1,259
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 284679
Filing ID: 1800923
Last Filing Date: 2023-11-22 09:35:00