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 registered investment adviser organized as an LLC and SEC-registered in 2025. The firm manages portfolios for individuals, families and institutional clients, charging fees as a percentage of assets under management. Core advisory services include financial planning and discretionary portfolio management for individuals and small businesses. Asset One is not positioned as an ESG-focused manager and is not designated as a multi-state adviser on its ADV. The firm also serves as a sponsor/GP and managing member of pooled investment vehicles, indicating it both allocates to and operates private pooled structures.
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 2
Richard Chen
Partner, Chief Compliance Officer & General CounselCRD 7292162
Leah Cook
Chief Operating OfficerCRD 7387114
Contacts
3 of 17
James 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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