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Nathan Scott Pritchard

One Under Wealth Management, LLC

Asheville, NC

CRD 5109996

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Employer firm

One Under Wealth Management, LLC CRD 323568

$6.94M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
One Under Wealth Management, Llc

Asheville, NC • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-22
  • NC RA
    APPROVED
    Since 2022-12-22

Branch Locations

Asheville, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Directions, Llc Atlanta GA 01/2006 Present
One Under Wealth Management, Llc Asheville NC 10/2022 Present
Previous Registrations
  • 2006-11-22 → 2023-04-25
    Capital Directions Llc
    Asheville, NC
    Atlanta, GA
    Atlanta, GA
  • 2011-03-29 → 2014-10-08
    Focus Advisor Solutions, Llc
    Atlanta, GA
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-03
  • S65 Uniform Investment Adviser Law Examination
    2006-02-03
Other Names
  • Scott Pritchard

View on SEC IAPD

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