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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-19-2024
- Office Locations
- 1
Office Locations
About ONE DAY Wealth Management
One Day Wealth Management is an independent, fully remote, single-advisor RIA providing fiduciary financial planning and portfolio management for individuals and families nationwide. The firm builds comprehensive roadmaps spanning tax planning, retirement planning, and budgeting/cash-flow analysis, with optional tax preparation. It uses a best-in-class tech stack rather than an all-in-one platform, with client access via Altruist and RightCapital.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JONATHAN DOUGLAS DAVIS
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #6199333
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,199,136 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,199,136 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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