Austin Lawrence Velarde
Investment Adviser Representative at Asset ONE Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Austin Lawrence Velarde is an investment adviser representative with Asset ONE Wealth Management, LLC in Bellevue, WA, where they have been registered since 2025. They have worked in the securities industry since 2023 and have been registered with 3 firms, including LPL Financial LLC and RBA Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
- Broker:
1 state or territory
Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Academy Of Preferred Financial AdvisorsFeb 2012 – Jan 2022Roseville, CA
- RBA Wealth ManagementJan 2022 – Nov 2023Newport Beach, CA
- Purshe Kaplan Sterling InvestmentsFeb 2023 – Dec 2024Albany, NY
- RBA Wealth ManagementNov 2023 – Dec 2024Newport Beach, CA
- LPL Financial LLCDec 2024 – Jun 2025Bellevue, WA
- Purshe Kaplan Sterling InvestmentsJun 2025 – no end date reportedAlbany, NY
- Asset One Wealth ManagementJun 2025 – no end date reportedBellevue, WA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Asset ONE Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth Planning, Investment Management (custom portfolios), Tax & Estate Strategy, and Family Office Services (tax, legal, and financial coordination in one place).
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 18
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellevue, WA
- SEC file number:
- 801-132828
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Asset ONE Wealth Management, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Austin Lawrence Velarde has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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