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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2025
- Office Locations
- 8
Office Locations
About Asset ONE Wealth Management, LLC
Asset One Wealth Management is a Bellevue, WA-based RIA providing team-based wealth and financial planning for business owners and families navigating retirement, succession, or legacy goals. The firm coordinates accounts "under one roof" and delivers tax, estate/legacy, insurance, and charitable planning alongside portfolio construction. Investment implementation is primarily ETF- and fund-based with a meaningful fixed-income sleeve; custody includes Charles Schwab.
Team overview
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Owner & Executives
Richard Leeway Chen Esq.
Chief Compliance Officer, General Counsel
- CRD
- #7292162
- Ownership
- Less than 5%
DON J PETRICIC
Managing Partner
- CRD
- #4446717
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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TITUS David ALLEN
--
- CRD
- #4774894
MARCY RAE BIBLER
Director of Client Experience
- CRD
- #4626831
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $982,530,630 | $321,509 |
| Non-Discretionary | $0 | -- |
| Total | $982,530,630 | $321,509 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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