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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- FoundationHarbor quantum +more
- Established Date
- 08-22-2018
- Office Locations
- 2
Office Locations
About ONE DAY Wealth
One Day Wealth (One Day Advice) is a Seattle-area, fee-only fiduciary RIA providing ongoing financial planning and investment management for professionals and business owners, with deep expertise in equity compensation and employee benefits (RSUs, ESPPs, ISOs) and token compensation for digital-asset companies. The firm also offers crypto & digital-asset planning and employer education (workshops/webinars), and primarily implements ETF-based portfolios on platforms such as Schwab and Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICKOLAS ERIC REILLY
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #5808993
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kyle Weisbrod
Wealth Advisor
- CRD
- #7798033
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,468,692 | -- |
| Non-Discretionary | $5,177,217 | -- |
| Total | $43,645,909 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,645,909
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,673,755,769 | 31.2% |
| Cash | $2,033,184,091 | 37.9% |
| Public Funds | $1,051,461,958 | 19.6% |
| Municipal Bonds | $606,200,006 | 11.3% |
| Total | $5,364,601,824 | 100.0% |