Two Ocean Trust Llc
$44.3M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$38.0M
$44.3M
2024
2025
Same-firm comparison: 1 firms that reported Two Ocean Trust Llc in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. No matched data for FY2022, FY2023.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Onewelth Inc | $44.3M | $102M | 43.5% | 03/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.