Don Petricic has been Managing Partner of Asset One Wealth Management since February 2026, is a control person of the firm and directly owns under 5% of it.
Asset One Wealth Management, LLC is a Bellevue, WA firm with $983M under management, 1,173 clients and 9 advisers across 9 offices, as of its October 2026 filing.
Don Petricic’s longest registration was 14 years at Woodbury Financial Services, Inc. (2005–2019). Before joining Asset One Wealth Management in 2025, Don Petricic was registered through LPL Financial LLC and Woodbury Financial Services, Inc.
- – present · 1 yearBellevue, WA · Adviser representative · Firm CRD 336350
- LPL Financial LLC– · 5 yearsBellevue, WA · Adviser representative · Firm CRD 6413
- Woodbury Financial Services, Inc.– · 14 yearsBellevue, WA · Adviser representative · Firm CRD 421
Investment adviser representative registrations
Don Petricic is registered as an investment adviser representative in Washington, since June 2025.
- WashingtonSince 30 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 15 February 2005 |
| Series 24 | General Securities Principal Examination | 16 December 2003 |
| Series 7 | General Securities Representative Examination | 1 October 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 5 February 2002 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 September 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 31 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Don J Petricic
- CRD
- 4446717
- Firm
- Asset One Wealth Management · CRD 336350
- Role
- Managing Partner
- Office
- 11201 SE 8TH STREET, SUITE 105, Bellevue, WA 98004
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Don Petricic work?
Don Petricic has been Managing Partner of Asset One Wealth Management, LLC since February 2026, and is a control person of the firm.
Is Don Petricic a financial advisor?
Yes. Don Petricic has a current investment-adviser registration in Washington, through Asset One Wealth Management since June 2025.
How many years of experience does Don Petricic have?
Don Petricic has 25 years in the financial industry, since September 2001, across 3 adviser firms.
What exams has Don Petricic passed?
Don Petricic has passed 6 licensing exams: the Series 6, Series 63, Series 26, Series 7, Series 24 and Series 65. The earliest, the Series 6, was passed in August 2001. FINRA credited Don Petricic with the SIE, which began in October 2018.
Where did Don Petricic work before Asset One Wealth Management?
Before Asset One Wealth Management, Don Petricic was registered through Woodbury Financial Services, Inc., May 2005 to October 2019.
Where is Don Petricic based?
Don Petricic’s registered office is in Bellevue, WA.
Is Don Petricic registered with FINRA?
Yes. Don Petricic has a current broker registration, under CRD 4446717.
Source: FINRA BrokerCheck
How can I verify Don Petricic’s record?
Search CRD 4446717 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Don Petricic’s full registration record.