Onewelth Inc
- Regulatory AUM
- $102M
- Discretionary
- $57.6M
- Clients
- 7
- Avg AUM / client
- $14.6M
- Accounts
- 7
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $9.3M | 9.09% |
| Corporations and other businesses | 6 | $92.6M | 90.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $40.8M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mva Green Mountain Fund Llc | Other Private Fund | Delaware | $40.8M | 6 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mirchandani, Gaurav, K | Secretary | Jan 2023 (4y) | 25% – 50% | |
| Mirchandani, Kishore, Hiranand | President / Chief Compliance Officer | Jan 2023 (4y) | 75% or more |
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.
Private funds (1, $40.8M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mva Green Mountain Fund Llc | Other Private Fund | $40.8M | $0 | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.2 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Stifel, Nicolaus & Company, Incorporated $48.4M (48% of AUM) Mar 2026
- Two Ocean Trust Llc $44.3M (43% 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 24, 2026.
View current Form ADV (SEC/IAPD) ↗