O
CRD: 329940
ONE XVI Wealth
Southlake, TX, 76092
8177530018
$52.9M Total AUM
$52.9M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-05-2024
- Office Locations
- 1
Office Locations
1560 E Southlake Blvd. Suite 100 Southlake TX
About ONE XVI Wealth
ONE XVI Wealth is a Southlake-based RIA. The firm has been operating for 2 years. Managing $52.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$52.9M AVG AUM / ADVISOR
$838.9K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ridge glacier
Investment Themes
Momentum Horizon Ridge atlas Frontier oak Unison
Investment Vehicles
Frontier momentum
Services
Fusion ember Oak Ridge Ember harbor Vital Foundation meridian Vital
Owner & Executives
SEAN PAUL WEAVER
Chief Compliance Officer, Founder
- CRD
- #4796739
- Ownership
- 75% or more
(481) 662-7389
zenith.oak@peakcapital.com
in linkedin.com/in/unison-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,851,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,851,511 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,851,511
Public Funds:
19.3% Equity - Exchange:
15.8% Cash:
13.3% Corporate - Investment Grade:
19.9% Municipal Bonds:
11.9% U.S. Government/Agency:
19.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,195,205,343 | 19.3% |
| Equity - Exchange | $978,458,260 | 15.8% |
| Cash | $823,638,915 | 13.3% |
| Corporate - Investment Grade | $1,232,361,986 | 19.9% |
| Municipal Bonds | $736,940,082 | 11.9% |
| U.S. Government/Agency | $1,226,169,212 | 19.8% |
| Total | $6,192,773,798 | 100.0% |