Asset One Wealth Management, LLC
Bellevue, WA·SEC-registered · CRD #336350
Asset One Wealth Management, LLC is an SEC-registered investment advisory firm in Bellevue, WA managing $983M across 3.1k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$983M
Client accounts
3.1k
Advisory staff
9
Fee model
Fee-only
How Asset One Wealth Management, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Asset One Wealth Management, LLC
How much does Asset One Wealth Management, LLC manage?
Per its most recent SEC Form ADV filing (04/10/2026), Asset One Wealth Management, LLC reports $983M in regulatory assets under management across roughly 3.1k client accounts.
How does Asset One Wealth Management, LLC charge?
Asset One Wealth Management, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Asset One Wealth Management, LLC a fiduciary?
Yes. Asset One Wealth Management, LLC is registered with the U.S. Securities and Exchange Commission (CRD #336350), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Asset One Wealth Management, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Asset One Wealth Management, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Asset One Wealth Management, LLC's public SEC Form ADV filing (CRD #336350, filed 04/10/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Asset One Wealth Management, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Asset One Wealth Management, LLC? Claim this profile.