ONE XVI WEALTH

ONE XVI WEALTH of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 329940). Regulatory assets under management: $52.9M.

Registration

• CRD: 329940
• Type: Registered investment adviser
• Location: 1560 E SOUTHLAKE BLVD., SOUTHLAKE, TX, 76092
• Phone: 817-753-0018
• Latest filing: 2026-03-06
• Regulatory AUM: $52.9M
• Discretionary AUM: $52.9M
• Clients: 1
• Accounts: 191

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329940 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search