One Wealth Map, LLC
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 171750
- Registered since
- February 12, 2019
- Website
- onewealthmap.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions, Other
- Client types
- HNWI77.91%
- Individuals22.09%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
One Wealth Map, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individuals and families and combines financial planning with discretionary portfolio management for individuals and small businesses, plus educational seminars and workshops. Its business model includes a wide mix of fee arrangements (percentage of AUM, hourly, subscription, fixed fees, commissions and other structures) and broker/insurance activities; the firm is also licensed to act as an insurance broker and conducts other financial product sales alongside accounting-related services.
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 Equities77%
- Investment Grade Corp Bonds17%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
3 of 6
Christopher Wurst
Financial PlannerCRD 7027986
Kenneth Himmler
Co-FounderCRD 1364574
Patrick Weber
Client LiaisonCRD 1832704
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$320M in ETFs
100%
$318M
0%
$1.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB) | State Street | Passive | Convertibles | $37.8M | 371,488 | 11.84% |
Location
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 1980 Festival Plaza Dr
- Time zone
- PT (UTC-8)
- Office locations
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