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- Custodian
- --
- Clients
- Retail
- Platforms
- Timber radialPioneer +more
- Established Date
- 08-27-2014
- Office Locations
- 6
Office Locations
About ONE Wealth MAP, LLC
One Wealth Map, LLC is an SEC-registered RIA focused on medical professionals and other high-earning business owners, consolidating financial planning, portfolio management, tax planning and business advisory (through commonly owned Aspire Tax & Accounting), plus coordinated estate/asset-protection and insurance planning. Investment implementation is ETF-centric, with research support for private deals. Notable for team-based cross-review and AI-enabled automation, targeting a done-for-you plan in under 20 days.
Team overview
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Fund Managers
Investment Themes
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Platform
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Owner & Executives
KENNETH NONE HIMMLER SR
Co-Founder
- CRD
- #1364574
- Ownership
- 50% but less than 75%
ANDREW JOSEPH KATHOL
VICE PRESIDENT
- CRD
- #4626189
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Julia Ponce
--
- CRD
- #8186396
John E Quinones
Financial Advisor
- CRD
- #7114233
Prime wave
Catalyst capital meridian
- CRD
- #35555
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $287,443,464 | $308,416 |
| Non-Discretionary | $0 | -- |
| Total | $287,443,464 | $308,416 |
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Separately Managed Accounts
Total SMA Asset: $287,443,464
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,033,597,540 | 36.0% |
| Corporate - Investment Grade | $1,432,532,172 | 17.0% |
| Cash | $2,940,904,282 | 34.9% |
| U.S. Government/Agency | $1,019,625,839 | 12.1% |
| Total | $8,426,659,833 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE RADIAL FRONTIER | MERIDIAN VALUE | 8EIOYKIU2 | AZVBQ | 4.45% | $37,397,954 |
| CATALYST CREST PATHWAY | RIDGE ZENITH | 5KNLK2SHK | WFPVK | 5.71% | $110,144,549 |
| MATRIX OAK | ZENITH CREST | RKO0CIKB2 | ZHN | 0.79% | $4,287,779 |
| CREST CREST ALPHA | RIDGE FOUNDATION | U5FAZ4V05 | SOTS | 12.44% | $66,141,013 |
| RADIAL PATHWAY MERIDIAN | VECTOR RIDGE | 4VNNR5G7Y | TBI | 12.42% | $80,536,981 |
| BEACON BRIDGE MOMENTUM | CREST RIDGE | EABTJPZW2 | KPBO | 11.90% | $42,212,512 |
| FOCUS BRIDGE | EMBER ATLAS | 78GM5OO2P | OTQH | 5.76% | $112,216,675 |
| DELTA RIDGE DELTA | HORIZON UNISON | DAZYSR91W | MMD | 11.96% | $72,564,511 |