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Asset One Wealth Management, LLC CRD 336350
$983M regulatory AUM 1,173 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-12-23 |
Branch Locations
11201 Se 8Th Street, Suite 105, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moses Lake Christian Academy | Moses Lake | WA | 01/2015 | 05/2019 |
| Unemployed | Moses Lake | WA | 06/2019 | 08/2019 |
| Moses Lake High School | Moses Lake | WA | 09/2019 | 05/2022 |
| Big Bend Community College | Moses Lake | WA | 09/2020 | 05/2022 |
| Papa John's International, Inc | Moses Lake | WA | 08/2021 | 08/2022 |
| Western Washington University | Bellingham | WA | 09/2022 | 12/2024 |
| Keller Williams Western Realty | Bellingham | WA | 01/2023 | 07/2023 |
| Makeworth Coffee Roasters | Bellingham | WA | 08/2023 | 08/2023 |
| Western Washington University | Bellingham | WA | 09/2023 | 12/2024 |
| Momentum Financial Group | Bellingham | WA | 06/2023 | 09/2023 |
| Target Corporation | Bellingham | WA | 07/2023 | 09/2023 |
| Asset One Wealth Management, Llc | Bellevue | WA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-22 |
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