One Wealth Map, LLC

RIASEC Registered

Total AUM

$287M

Discretionary

$287M

100% of AUM

Avg account

$308K

Accounts

932

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 171750
Registered since: February 12, 2019
Website: onewealthmap.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI77.91%
Individuals22.09%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

One Wealth Map, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2019. The firm focuses on serving individual and family clients across a mix of financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. Its business activities extend into insurance brokerage and accounting, which aligns with its use of insurance products alongside advisory services. The firm charges fees using a combination of AUM-based fees, hourly and fixed fees, and at times commissions. One Wealth Map is not identified as an active ESG investor. The advisory scope emphasizes personalized planning and portfolio oversight rather than operating as a capital allocator or separate-family-office vehicle.