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Secretary · Onewelth Inc

Gaurav K. Mirchandani

CRD 5003949 · Named on Form ADV at one SEC-registered adviser

At a glance

Onewelth Inc, an SEC-registered asset manager based in New York, NY with $102 million in regulatory assets, lists Gaurav K. Mirchandani on its Form ADV as Secretary, a control person.

Firms and roles

  • Onewelth IncSecretaryAsset manager · New York, NY · $102M in regulatory assets

AtlasMembers

Gaurav’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
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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 Gaurav’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.