ONEWELTH INC
CRD #325277 SEC #801-127559 NEW YORK, NY 212-750-0718
SEC Registered Private Funds
Total AUM
$85.7M
Discretionary
$47.6M
Employees
2
Clients
--
Accounts
6
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $85.7M | $47.6M | $38M | 2 | 0 |
| Mar 2024 | $47.3M | $47.3M | $0 | 2 | 0 |
| Aug 2023 | $46.9M | $46.9M | $0 | 2 | 0 |
| Jul 2023 | $46.9M | $46.9M | $0 | 2 | 0 |
DateMar 2025
Total AUM$85.7M
Discretionary$47.6M
Non-Disc.$38M
Employees2
Clients0
DateMar 2024
Total AUM$47.3M
Discretionary$47.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$46.9M
Discretionary$46.9M
Non-Disc.$0
Employees2
Clients0