This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-22-2022
- Office Locations
- 1
Office Locations
About ONE Under Wealth Management, LLC
One Under Wealth Management is an Asheville, NC RIA founded by Scott Pritchard to serve a select group of clients focused on “the back nine of life.” The firm delivers wealth management spanning financial and investment planning, portfolio construction, and coordinated tax, estate, and charitable planning—typically implemented with public funds (ETFs, mutual funds, index strategies; incl. DFA) and fixed income. Custodied at Schwab; brand rooted in faith and golf.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
NATHAN SCOTT PRITCHARD
Advisor, Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #5109996
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,944,726 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,944,726 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing