Onewealth Investment Management, LLC
Onewealth Investment Management, LLC (CRD# 285296) is a financial advisory firm headquartered in Atlanta, GA. They manage $3,443,544 in 71 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Onewealth Investment Management, LLC
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts71ACCOUNTS
-
Average Account Value$48,501
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA
Financial Advisors at Onewealth Investment Management, LLC
1
Kristopher Ketcham (CRD# 5848076) is an Investment Advisor Representative working at Onewealth Investment Management, LLC in Atlanta, GA and has over 13 years of experience in the finance industry.
2
Michael Bowen (CRD# 7624581) is an Investment Advisor Representative working at Onewealth Investment Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.
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