Data / Investment advisers / New York / Onewelth Inc
Onewelth Inc, New York, NY: $102 million AUM, SEC registered investment adviser
Onewelth Inc is an SEC registered investment adviser with its main office in New York, New York and reports $102 million in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 325277
- SEC file number
- 801-127559
- SEC status
- Approved, effective March 31, 2023
- Main office
- 300 Park Ave 2nd Floor, New York, NY 10022
- Phone
- (212) 750-0718
- Website
- onewelth.com
- Regulatory AUM
- $101,854,177 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $57,596,841
- Non discretionary AUM
- $44,257,336
- Accounts
- 7
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $45,033,242
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 6 | $92.6 million |
| High net worth individuals | 1 | $9.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $101.9 million | March 24, 2026 |
| December 1, 2025 | $85.7 million | March 25, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amber Road Investors LP | New York | $107 million | 1 | adviserinfo.sec.gov |
| Wallstreeti.Com | New York | $105.2 million | Not listed | adviserinfo.sec.gov |
| Institutional Investment Advisors Corp | New York | $105.2 million | Not listed | adviserinfo.sec.gov |
| Coast Capital Management, LP | New York | $102.6 million | 2 | adviserinfo.sec.gov |
| Hunt Capital Management, LLC | New York | $102 million | Not listed | adviserinfo.sec.gov |
| Cornwall Capital Management LP | New York | $101.8 million | 1 | adviserinfo.sec.gov |
| Blantyre Capital US LLC | New York | $101.6 million | 1 | adviserinfo.sec.gov |
| Brave Eagle Wealth Management | New York | $101 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Onewelth Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.