Newton One Investments Llc
- Regulatory AUM
- $445M
- Discretionary
- $445M
- Clients
- 214
- Avg AUM / client
- $2.1M
- Accounts
- 474
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 90 | $38.6M | 8.67% |
| High net worth individuals | 104 | $341M | 76.6% |
| Pension and profit sharing plans | 20 | $65.6M | 14.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Weiler Corporation Profit Sharing & 401(k) Plan Weiler Corporation | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Roger Snyder | Member, Managing Partner, Cio | CFP CFA | Feb 2003 (24y) | 75% or more |
| Eric Christopher Pressler | Member, Partner | Aug 2003 (23y) | 25% – 50% | |
| Ryan Stanley Gwinn | Chief Compliance Officer | Nov 2013 (13y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Weiler Corporation Profit Sharing & 401(k) Plan | Weiler Corporation | 276 | $41.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 965 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $445M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗