ASSET ONE WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 336350). Regulatory assets under management: $982.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Robert Thomas Phillips | MANAGER; MANAGING PARTNER | — |
| Richard Leeway Chen | CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Don J Petricic | MANAGER; MANAGING PARTNER | — |
| Austin Lawrence Velarde | MANAGER; MANAGING PARTNER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| FINDLAY | OH | 5 | (567) 250-9822 |
| PHILOMATH | OR | 2 | (510) 639-9080 |
| DRAPER | UT | 2 | 801-756-2220 |
| — | — | 1 | 4193069662 |
| — | — | 1 | 714-393-3432 |
| — | — | 1 | 239-206-0548 |