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. The firm provides fee-based financial planning and portfolio management for individual, family and small business clients, and also serves some institutional relationships. It reports a percentage-of-AUM fee model and is not positioned as an ESG-focused allocator. The firm is listed as the sponsor, general partner and managing member of pooled investment vehicles, indicating it runs or sponsors private pooled vehicles in addition to providing advisory services. Asset One’s SEC registration was recorded in 2025.
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 221Active vs passive
$628M in ETFs
90%
$562M
9%
$65.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MERK GOLD ETF (OUNZ) | VanEck | Passive | Commodities Focused | $30.7M | 785,998 | 4.88% |
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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