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ONE WEALTH MAP, LLC

LAS VEGAS, NV · CRD 171750 · IAPD ↗ · 702-470-2660

$287.4MRegulatory AUM
5Advisory reps
9Employees
3Clients
101-250Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — ONE WEALTH MAP, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2026 — ONE WEALTH MAP, LLC reported RAUM down 74% ($1.10B -> $287.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
63
April 2026 — ONE WEALTH MAP, LLC began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
55
December 2025 — ONE WEALTH MAP, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
August 2025 — ONE WEALTH MAP, LLC notice-filed in IN, TN, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
August 2025 — ONE WEALTH MAP, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
March 2025 — ONE WEALTH MAP, LLC notice-filed in WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — ONE WEALTH MAP, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
February 2025 — ONE WEALTH MAP, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2025 — ONE WEALTH MAP, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
February 2025 — ONE WEALTH MAP, LLC crossed $1B in regulatory AUM ($230.0M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
November 2024 — H&H RETIREMENT DESIGN AND MANAGEMENT INC is now doing business as ONE WEALTH MAP, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
April 2024 — H&H RETIREMENT DESIGN AND MANAGEMENT INC notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.