$45.7M Total AUM
$45.7M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ElementPeak quantum +more
- Established Date
- 06-03-2019
- Office Locations
- 1
Office Locations
-- Camarillo CA
About ALL ONE Wealth, LLC
AllOneWealth is a Camarillo, CA registered investment adviser using its Conscious Investing methodology to build portfolios of responsible, innovative, mission-driven public companies. The firm focuses on preserving and growing investable assets for individuals and entities, typically implementing allocations with ETFs and public funds via Charles Schwab custody.
Team overview
-- AVG AGE
$45.7M AVG AUM / ADVISOR
$513.2K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vertex quantum Fusion Quantum atlas Timber value Harbor Wave ember Frontier
Client Personas
Ridge foundation
Investment Themes
Meridian matrix Momentum focus Prime Meridian legacy
Investment Vehicles
Beacon Harbor
Services
Glacier oak Vertex Legacy bridge Bridge quantum Legacy foundation Delta atlas
Technology
Element Catalyst Legacy quantum Bridge pioneer
Owner & Executives
M
MARK STEPHEN SAUER JR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6039922
- Ownership
- 75% or more
(885) 681-7094
insight.atlas@insightcapital.com
in linkedin.com/in/glacier-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,676,878 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,676,878 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,676,878
Equity - Exchange:
19.5% Cash:
27.7% Corporate - Investment Grade:
22.6% Public Funds:
15.3% U.S. Government/Agency:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $639,767,971 | 19.5% |
| Cash | $908,798,605 | 27.7% |
| Corporate - Investment Grade | $741,474,674 | 22.6% |
| Public Funds | $501,971,793 | 15.3% |
| U.S. Government/Agency | $488,848,348 | 14.9% |
| Total | $3,280,861,391 | 100.0% |