ONEWELTH INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $101.9M |
| Discretionary | $57.6M57% of AUM |
| Non-Discretionary | $44.3M |
| Client Accounts | 7 |
| Avg Account Size | $14.6M |
| Employees | 2 |
| Peak AUM | $101.9MMar 2026 |
| AUM CAGR | +29.5% /yrover 3 yrs · 8 filings |
AUM by Client Type
Total AUM
$102M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $102M | +18.9% | — | — | |
| Discretionary AUM | $58M | ||||
Key Metrics
| Total AUM | $101.9M |
| Discretionary | $57.6M |
| Employees | 2 |
| Client Accounts | 7 |
Contact & Location
Address
300 PARK AVE
NEW YORK NY 10022
Phone
212-750-0718
Filing History
8 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$58M
56.5% of AUM
Non-Discretionary
$44M
43.5% of AUM
Disc. mix ▲ 0.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Law Firm