ONE OAK
SEC RegisteredWe bring the same relentless curiosity and high standards as the visionary clients who inspire us.
About the firm
At OneWell, we serve values-driven endowments, foundations, and families who view capital as a means to meaningful outcomes. We deliver institutional-grade investment portfolios tailored for evolving needs and long horizons, combining strategic asset allocation, proprietary public and private market strategies, and disciplined execution.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Institutional-grade investment portfolios, strategic asset allocation, proprietary public and private market strategies, values-driven and impact-oriented portfolio construction, OCIO model for endowments and foundations, integrated advice covering investments, estate, tax, and philanthropic planning through a Trusted Wealth Network, and family office services.
Who they serve
Values-driven endowments, foundations, and families, as well as private clients and family offices navigating complex wealth, liquidity events, and generational planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 5 | $70M |
| State/Municipal Entities | 13 | — |
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ONE OAK 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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