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
2987 Clairmont Rd Ne, Ste 225, Atlanta, GA 30329
https://twitter.com/onewealthllc
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Onewealth Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kristopher Ketcham, financial advisor Atlanta GA
Kristopher S. Ketcham
CRD#: 5848076
2987 Clairmont Rd Ne, Ste 225, Atlanta, GA 30329

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, financial advisor Atlanta GA
Michael J. Bowen
CRD#: 7624581
2987 Clairmont Rd Ne, Ste 225, Atlanta, GA 30329

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.

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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