Asset One Wealth Management, LLC
● SEC registered since 2025CRD 336350SEC# 801-132828Bellevue, WA
Reg. AUM
$982.5M
Employees
19
Accounts
3,056
Location
Bellevue, WA
Asset One Wealth Management, LLC assets under management
Asset One Wealth Management, LLC operates as an SEC-registered investment adviser based in Bellevue, WA. The firm has been registered since 2025. It reports $982.5 million in regulatory assets under management and employs 19 people.
Asset One Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aowm Ventures LLC Control | Managing Member | Over 75% | 2025 |
| Austin Lawrence Velarde Control | Managing Partner | Under 5% | 2026 |
| Don J Petricic Control | Managing Partner | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Asset One Wealth Management, LLC manage?
Asset One Wealth Management, LLC reports $982.5 million in regulatory assets under management on its Form ADV.
How many employees does Asset One Wealth Management, LLC have?
Asset One Wealth Management, LLC reports 19 employees.
Where is Asset One Wealth Management, LLC located?
Asset One Wealth Management, LLC is based in Bellevue, WA and has been SEC-registered since 2025.
Does Asset One Wealth Management, LLC disclose fund performance?
Asset One Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11201 SE 8th Street, Suite 105, Bellevue, WA 98004 |
| Phone | (425) 504-830 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$982.5M▲ 126%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$982.5Mregulatory AUM
Discretionary $982.5M