SourcingSourcing

ONEWELTH INC

B50
CRD 325277·SEC 801-127559·NEW YORK, NY
AUM
$101.9M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$306K
@ 30% margin
Est. Deal Value
$2.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ONEWELTH INC
CRD
325277
SEC file #
801-127559
EIN
—
DBA names
—

Economics

AUM
$101.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$85.7M → $101.9M▲ +19%
Client mix
Corporations6
Individuals High Net Worth1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
onewelth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MIRCHANDANI, KISHORE, HIRANAND
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MIRCHANDANI, KISHORE, HIRANAND
MIRCHANDANI, GAURAV, K
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ONEWELTH.COM
Rdap Domain Creation Date
2023-01-17T17:11:21Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-17T17:11:21Z
Rdap Domain Last Changed
2025-01-18T11:45:37Z
Rdap Nameservers
Ns75.domaincontrol.comNs76.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4068616
Trust Company Affiliate
No

People (2)

2
MIRCHANDANI, KISHORE, HIRANAND
Direct Owner · 87.5%
4068616
MIRCHANDANI, GAURAV, K
Direct Owner · 37.5%
5003949