One Day Wealth

One Day Wealth (CRD# 296786) is a financial advisory firm headquartered in , . They manage $20,215,217 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://instagram.com/onedayadvice
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $161,722
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at One Day Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Nickolas Reilly, financial advisor Seattle WA
Nickolas E. Reilly
CRD#: 5808993
Seattle, WA

Nickolas Reilly (CRD# 5808993) is an Investment Advisor Representative working at One Day Wealth in Seattle, WA and has over 9 years of experience in the finance industry.

2
Kyle Weisbrod, financial advisor Edmonds WA
Kyle Weisbrod
CRD#: 7798033
Edmonds, WA

Kyle Weisbrod (CRD# 7798033) is an Investment Advisor Representative working at One Day Wealth in Edmonds, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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