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Onewelth Inc

● SEC registered since 2023CRD 325277SEC# 801-127559New York, NY
Export (members)
Ranks #5,700 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$101.9M
Fund GAV
$45M
Private funds
1
Employees
2
Accounts
7
Location
New York, NY

Onewelth Inc assets under management

Onewelth Inc is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2023. It reports $101.9 million in regulatory assets under management and employs 2 people. Onewelth Inc manages 1 private fund with combined gross assets of $45 million, including Mva Green Mountain Fund LLC. By regulatory assets, it ranks 5,700 of 6,004 private fund managers.

Onewelth Inc private funds

1 funds · $45M GAV
FundTypeGross assetsMin.
Mva Green Mountain Fund LLCOther Private$45M

Onewelth Inc owners & executives

2 reported
NameTitleOwnershipSince
Gaurav K Mirchandani ControlSecretary25-50%2023
Kishore Hiranand Mirchandani ControlPresident / Chief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Onewelth Inc manage?

Onewelth Inc reports $101.9 million in regulatory assets under management on its Form ADV.

How many private funds does Onewelth Inc manage?

Onewelth Inc manages 1 private funds with combined gross assets of $45 million.

How many employees does Onewelth Inc have?

Onewelth Inc reports 2 employees.

Where is Onewelth Inc located?

Onewelth Inc is based in New York, NY and has been SEC-registered since 2023.

Does Onewelth Inc disclose fund performance?

Onewelth Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 Park Ave, 2nd Floor, New York, NY 10022
Phone212-750-0718
Office hours9a.m. - 5p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$101.9M▲ 19%
Mar '25 — $85.7MApr '25 — $85.7MMay '25 — $85.7MJun '25 — $85.7MJul '25 — $85.7MAug '25 — $85.7MSep '25 — $85.7MOct '25 — $85.7MNov '25 — $85.7MDec '25 — $85.7MJan '26 — $85.7MFeb '26 — $85.7MMar '26 — $101.9MApr '26 — $101.9MMay '26 — $101.9MJun '26 — $101.9M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
AUM vs fund managersTop 95%
Larger than 5% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$101.9Mregulatory AUM
Discretionary $57.6MNon-discretionary $44.3M

Service providers