Onewelth Inc
SEC RegisteredCross-border Strategic Wealth Management
About the firm
OneWelth is a US SEC Registered Investment Advisor that integrates personalized cross-border investment service with global resources to manage wealth seamlessly. As cross-border investment fiduciaries, they maintain the highest standard of client care, focusing exclusively on the needs of high-net-worth individuals and families.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio Management, Strategic Consulting for SPVs, Family Office Services, and Alternatives
Who they serve
High-net-worth individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 1 | $9.3M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 24, 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. Onewelth Inc 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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