Asset One Wealth Management, LLC

CRD 336350 · Bellevue, WA · $982.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 336350
SEC number: 801-132828
Firm type: RIA
Assets under management: $982.5M as of Apr 10, 2026
Website: www.assetone.com ↗
Phone: (425) 504-830
Address: 11201 Se 8th Street, Suite 105, Bellevue, WA, 98004

Advisors at this firm

18 in our index · page 1 of 1

Titus David AllenCRD 4774894 · Findlay, OH

IA RegisteredBroker
Marcy Rae BiblerCRD 4626831 · Findlay, OH

IA RegisteredBroker
Stephen George BierkerCRD 4822847 · Bridgeville, PA

IA Registered
Leah N CookCRD 7387114 · Findlay, OH

IA RegisteredBroker
James Andrew FerrinCRD 1032934 · Draper, UT

IA RegisteredRegistration inactive
James Thomas FerrinCRD 5829443 · Draper, UT

IA RegisteredBroker
James P FranklinCRD 7327654 · Draper, UT

IA RegisteredRegistration inactive
Susanna FraserCRD 7928488 · Bellevue, WA

IA Registered
Thomas Alan HoffmanCRD 1000278 · Lake Forest, CA

IA RegisteredBroker
Rodney Michael KrampCRD 2480011 · Findlay, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Denise Marie PetersenCRD 2016985 · Philomath, OR

IA RegisteredBroker
Don J PetricicCRD 4446717 · Bellevue, WA

IA RegisteredBroker
Robert Thomas PhillipsCRD 5257305 · Bellevue, WA

IA RegisteredBroker
Austin Lawrence VelardeCRD 7649461 · Bellevue, WA

IA RegisteredBroker
Nicole Renee WagnerCRD 7223326 · Findlay, OH

IA RegisteredBroker
Bradley I WardCRD 6223693 · Naples, FL

IA RegisteredRegistration inactive
Brian Lewis YatesCRD 2386154 · Bridgeville, PA

IA Registered
Rafael J. YurkCRD 8030522 · Bridgeville, PA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 336350 ↗ FINRA BrokerCheck record for firm CRD 336350 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.