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 registered with the SEC in 2019. The firm focuses on individual and family clients and offers a mix of fee arrangements, including percentage-of-AUM billing as well as hourly, subscription, fixed-fee and commission arrangements. Services emphasized in its filings include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm also conducts insurance brokerage and accounting-related activities. The adviser is not listed as an active ESG investor in its filings and does not present itself as a capital allocator; instead it appears to place clients into externally managed funds and traditional investments rather than running proprietary alternative vehicles.
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 6Christopher 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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