One Day Wealth Management

Overview

One Day Wealth Management is a small, independent registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small-business owners. The firm operates on a percentage-of-AUM fee model and lists accounting as a core business activity, suggesting a tax-aware approach to planning and portfolio construction. Its client base is exclusively individuals and families rather than institutional plans. Investment activity centers on pooled public funds: the firm’s filings show nearly all assets held in public mutual funds. That positioning indicates the firm constructs diversified portfolios through mutual fund wrappers rather than direct-stock concentrated strategies or heavy use of third-party alternative managers. One Day Wealth Management appears to run managed, discretionary relationships rather than a broker-intermediated, transactional model.

Assets & Accounts

Investments & Alternatives

Location & Offices