ASSET ONE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 336350
- Registered since
- June 6, 2025
- Website
- www.assetone.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI66.82%
- Individuals28.96%
- Corporations / Businesses4.07%
- Charitable Organizations0.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Asset One Wealth Management, LLC is an independent SEC-registered registered investment adviser organized as an LLC. The firm reports SEC registration in 2025 and operates on a percentage-of-AUM fee model. Its client base spans individuals and families as well as institutional relationships, and core advisory services are financial planning and portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and lists no pension consulting or related-adviser activities. It also indicates involvement as a sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds25%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
2 of 2Richard Chen
Partner, Chief Compliance Officer & General CounselCRD 7292162
Leah Cook
Chief Operating OfficerCRD 7387114
Contacts
3 of 17JAMES FERRIN
Managing DirectorCRD 5829443
RAFAEL YURK
Investment Adviser RepresentativeCRD 8030522
BRIAN YATES
PrincipalCRD 2386154
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 205Active vs passive
$649M in ETFs
91%
$591M
7%
$57.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $55.6M | 55,018 | 8.56% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 11201 SE 8th St
- Time zone
- PT (UTC-8)
- Office locations
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