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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $435.6M | $435.6M | $0 | 13 | 529 |
| Nov 2025 | $435.6M | $435.6M | $0 | 13 | 529 |
| Oct 2025 | $435.6M | $435.6M | $0 | 13 | 529 |
| Oct 2025 | $435.6M | $435.6M | $0 | 13 | 529 |
| Oct 2025 | $0 | $0 | $0 | 5 | 0 |
| Sep 2025 | $0 | $0 | $0 | 5 | 0 |
| Sep 2025 | $0 | $0 | $0 | 5 | 0 |
| Jul 2025 | $0 | $0 | $0 | 5 | 0 |
| Jun 2025 | $0 | $0 | $0 | 5 | 0 |
| Jun 2025 | $0 | $0 | $0 | 1 | 0 |
| Apr 2025 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$435.6M
Discretionary$435.6M
Non-Disc.$0
Employees13
Clients529
DateNov 2025
Total AUM$435.6M
Discretionary$435.6M
Non-Disc.$0
Employees13
Clients529
DateOct 2025
Total AUM$435.6M
Discretionary$435.6M
Non-Disc.$0
Employees13
Clients529
DateOct 2025
Total AUM$435.6M
Discretionary$435.6M
Non-Disc.$0
Employees13
Clients529
DateOct 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateSep 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0