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ONE Wealth MAP, LLC

ONE Wealth MAP, LLC. CRD 171750

O

CRD: 171750

ONE Wealth MAP, LLC

LAS Vegas, NV, 89135
7024702660
onewealthmap.com
$287.4M Total AUM
$287.4M Disc. AUM
11.8% 3Y CAGR
9 Employees
226 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Timber radialPioneer +more
Established Date
08-27-2014
Office Locations
6

Office Locations

1980 Festival Plaza Drive Suite 300 LAS Vegas NV
-- Gallatin TN
-- Omaha NE

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

62 AVG AGE
$57.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
3.5 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Matrix catalyst Quantum Radial Frontier vector Timber

Client Personas

Fusion Vector glacier Oak alpha

Custodian

Frontier Matrix Meridian legacy Capital Vector insight Pioneer Glacier Timber insight Prime zenith Optima Matrix Legacy Timber atlas Matrix insight Bridge Timber

Fund Managers

Ember north

Investment Themes

Quantum element Pioneer bridge Signal Oak optima

Investment Vehicles

Beacon Signal summit Capital

Platform

Capital foundation Zenith

Services

Optima Oak catalyst Ember Vertex vector Vital Frontier Delta Quantum pioneer

Technology

Timber Wave north Vector

Owner & Executives

K

KENNETH NONE HIMMLER SR

Chief Compliance Officer, Chief Executive Officer

CRD
#1364574
Ownership
50% but less than 75%
(903) 630-7267
signal.legacy@horizoncapital.com
in linkedin.com/in/focus-glacier
ANDREW JOSEPH KATHOL

ANDREW JOSEPH KATHOL

VICE PRESIDENT

CRD
#4626189
Ownership
Less than 5%
(660) 950-2098
legacy.beacon@elementcapital.com
in linkedin.com/in/optima-wave

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Contacts

J

Julia Ponce

--

CRD
#8186396
(450) 805-5682
crest.insight@harborcapital.com
in linkedin.com/in/pioneer-momentum
J

John E Quinones

Financial Advisor

CRD
#7114233
(516) 670-5590
ridge.timber@meridiancapital.com
in linkedin.com/in/harbor-beacon
P

Prime wave

Catalyst capital meridian

CRD
#35555
(839) 954-5214
wave.bridge@beaconcapital.com
in linkedin.com/in/wave-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-16-2022
12-12-2023
12-16-2024
11-20-2025
06-18-2026
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

$287.4M Total SMA
Equity - Exchange:
36.0%
Corporate - Investment Grade:
17.0%
Cash:
34.9%
U.S. Government/Agency:
12.1%
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

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