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Managing Partner · Asset One Wealth Management, LLC

Austin L. Velarde

CRD 7649461 · Named on Form ADV at one SEC-registered adviser

At a glance

Asset One Wealth Management, LLC, an SEC-registered wealth manager based in Bellevue, WA with $983 million in regulatory assets, lists Austin L. Velarde on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Austin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.