One Wealth Map provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
One Wealth Map reports 223 clients. They include 153 individual clients and 70 high-net-worth individuals. Of its assets, 100.0% ($287M across 932 accounts) are managed with discretion. It advised 3 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 22% |
| High-net-worth individuals | 31% | 78% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 153 | $63.5M | 22.1% | $415K |
| High-net-worth individuals | 70 | $224M | 77.9% | $3.2M |
| Total | 223 | $287M | 100% | $1.29M |
- Clients
- 153
- Regulatory AUM
- $63.5M
- AUM share
- 22.1%
- Avg. per client
- $415K
- Clients
- 70
- Regulatory AUM
- $224M
- AUM share
- 77.9%
- Avg. per client
- $3.2M
Total
- Clients
- 223
- Regulatory AUM
- $287M
- AUM share
- 100%
- Avg. per client
- $1.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 3
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
One Wealth Map is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees (other than subscription fees), commissions and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 6 other services, listed under fee details.
Fee details and sources
Other fees
- eMoney Access
- Included for current clients; former clients may keep access for $2,400 per year.
- Financial Planning
- Fixed fee for an initial plan: $5,500 (Basic), $9,500 (Advanced) or $12,500 (Complex); updates are charged hourly.
- Hourly Services
- Between $250 and $1,500 per hour for work beyond the service level, such as private investment reviews and account transfers.
- Indexed Product Management
- Ongoing management fee of 0.25% per year of the product's cash value, billed annually for indexed products under advisory agreement.
- Insurance Review
- 0.25% of the policy's cash value, or the hourly fee; waived in the first year for indexed products bought through an affiliate.
- Model Change
- First model change each year at no cost; each additional change costs $250.
Kenneth Himmler owns 75% or more of One Wealth Map. The leadership team of One Wealth Map includes President Andrew Kathol and Chief Compliance Officer Kenneth Himmler. It has 9 employees, 5 of them in advisory roles.
Leadership
- Andrew KatholPresident
- Kenneth HimmlerChief Compliance Officer, Member, CEO
- Mary Joy BeltejarChief Operations Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Kenneth None Himmler SR
- Andrew Joseph Kathol
- Julia Ponce
- John E Quinones
- Christopher M Wurst
Staff
- 9 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 75% or more of One Wealth Map, LLC
Kenneth Himmler
Control person · since January 2016
One Wealth Map’s regulatory assets grew 1.6× from $181M (June 2021) to $287M (August 2026); clients rose from 126 to 223 and employees fell from 10 to 9.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $287M | 223 | 9 | 9 |
| July 2025 | $1.1B | 299 | 10 | 8 |
| June 2024 | $230M | 150 | 5 | 3 |
| June 2023 | $146M | 140 | 5 | 4 |
| June 2022 | $192M | 127 | 7 | 5 |
| June 2021 | $181M | 126 | 10 | 1 |
Besides its headquarters, One Wealth Map has 8 offices (6 private residences, listed without an address), with 3 listed addresses in Florida, Nevada and Utah.
Florida · 1 listed address
- 6901 Professional Pkwy E, Sarasota
Nevada · 1 listed address
- 1980 Festival Plaza Drive, Suite 300, Las VegasHQ
Utah · 1 listed address
- 6975 Union Park Ave #600, Cottonwood Heights
Contact and registration details
- Legal name
- One Wealth Map, LLC
- Headquarters
- 1980 Festival Plaza Drive, Suite 300, Las Vegas, NV 89135
- Website
- onewealthmap.com
- Phone
- 702-470-2660
- @onewealthmap
- SEC file
- 801-114697
- Structure
- Wyoming LLC
- Fiscal year end
- December
One Wealth Map does not have custody of client assets.
At year end, One Wealth Map’s separately managed accounts were mostly in stocks (77%) and bonds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $220M across 106 positions; the largest are SPDR Series Trust (17.4%), Vanguard World FD (6.1%) and iShares TR (3.9%).
What the accounts hold
- Stocks77%
- Bonds20%
- Investment grade corporate bonds17%
- U.S. government and agency bonds3%
- Cash3%
Reported 13F holdings
- $220M
- Reported 13F value
- 106
- Positions
- 51.4%
- In the 10 largest
- +3.4%
- Value vs. prior quarter
- SPDR Series Trust · ST Str Conv ETF17.4%
- Vanguard World FD · Extended Dur6.1%
- iShares TR · Tips BD ETF3.9%
- Vanguard BD Index Fds · Long Term Bond3.7%
- Vanguard Scottsdale Fds · Lg-term Cor BD3.6%
- Wisdomtree TR · US Smallcap Divd3.5%
- Select Sector SPDR TR · ST Str Stapl ETF3.5%
- Wisdomtree TR · US Largecap Divd3.4%
- Select Sector SPDR TR · ST Str Care ETF3.3%
- Select Sector SPDR TR · ST Str Indl ETF3.1%
Together, the ten largest are 51.4% of reported value.
How many clients does One Wealth Map have?
One Wealth Map has 223 clients and manages $287 million for them, as of August 2026. They include 153 individual clients and 70 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026
What services does One Wealth Map offer?
One Wealth Map provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does One Wealth Map have?
One Wealth Map has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does One Wealth Map invest in?
At the end of its last fiscal year, One Wealth Map’s separately managed accounts held 77% exchange-traded equities, 17% investment grade corporate bonds, 3% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns One Wealth Map?
One Wealth Map’s direct owner is Kenneth Himmler (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 August 2026
How does One Wealth Map get paid?
One Wealth Map is paid through a percentage of assets under management, hourly charges, subscription fees, fixed fees, commissions and other compensation. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is One Wealth Map registered with the SEC?
Yes, One Wealth Map has been registered with the SEC as an investment adviser since 12 February 2019. Its CRD number is 171750 and its SEC file number is 801-114697.
Source: Form ADV Part 1A, Item 1, filed 10 August 2026; IAPD firm record
How do I contact One Wealth Map?
One Wealth Map’s main office is at 1980 Festival Plaza Drive, Suite 300, Las Vegas, NV 89135. Its phone number is 702-470-2660. Its website is onewealthmap.com.