One Under Wealth Management, LLC

Overview

One Under Wealth Management, LLC is a small, fee-based advisory firm that focuses on financial planning, portfolio management for individuals and small businesses, and selecting third-party advisers when needed. The firm operates as an individual-owned limited liability company and charges clients on a percentage-of-AUM basis. Investment activity centers on publicly traded pooled vehicles and insurance products rather than bespoke private fund commitments; the firm is not an active ESG investor and does not present as a multi-state advisor. Positioning suggests a conventional wealth manager serving a concentrated book of accounts, relying on mutual funds and annuities as core building blocks. The firm describes itself as a capital allocator but does not list allocations to third‑party alternative fund managers on its filings.

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Location & Offices