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Asset One Wealth Management, LLC

● SEC registered since 2025CRD 336350SEC# 801-132828Bellevue, WA
Export (members)
Reg. AUM
Employees
5
Accounts
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 employs 5 people.

Asset One Wealth Management, LLC owners & executives

5 reported
NameTitleOwnershipSince
Aowm Ventures LLC ControlManaging MemberOver 75%2025
Richard Leeway ChenChief Compliance OfficerUnder 5%2025
Austin Lawrence Velarde ControlManager2025
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Frequently asked questions

How many employees does Asset One Wealth Management, LLC have?

Asset One Wealth Management, LLC reports 5 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

Address11201 SE 8th Street, Suite 105, Bellevue, WA 98004
Phone(425) 504-830
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo