← Tributary

ONEWELTH INC

NEW YORK, NY · CRD 325277 · IAPD ↗ · onewelth.com · 212-750-0718

$101.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — ONEWELTH INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2025 — ONEWELTH INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — ONEWELTH INC reported RAUM up 81% ($47.3M -> $85.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — ONEWELTH INC now reports custody of client assets ($81.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — ONEWELTH INC now reports 1 private fund(s) ($40.8M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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