ASSET ONE WEALTH MANAGEMENT, LLC
CRD #336350 SEC #801-132828 BELLEVUE, WA (425) 504-830
SEC Registered
Total AUM
$435.6M
Discretionary
$435.6M
Employees
13
Clients
0
Accounts
1,754
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Chen, Richard, Leeway | I | CHIEF COMPLIANCE OFFICER | NA | |
| Velarde, Austin, Lawrence | I | MANAGER | NA | Control |
| Velarde, Austin, Lawrence | I | MANAGER | NA | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| AOWM VENTURES LLC | DE | MANAGING MEMBER | E | Control |
| RLC VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RLC VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Nov 11, 2025 REGISTERED
Notice Filings (4)
OH OR UT WA
Address
11201 SE 8TH STREET, SUITE 105BELLEVUE, WA 98004
United States
Phone: (425) 504-830