ASSET ONE WEALTH MANAGEMENT, LLC

ASSET ONE WEALTH MANAGEMENT, LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 336350). Regulatory assets under management: $982.5M.

Registration

• CRD: 336350
• SEC file number: 801-132828
• Type: Registered investment adviser
• Location: 11201 SE 8TH STREET, SUITE 105, BELLEVUE, WA, 98004
• Phone: (425) 504-8200
• Latest filing: 2026-07-09
• Regulatory AUM: $982.5M
• Discretionary AUM: $982.5M
• Clients: 19
• Accounts: 3,056

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336350 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search