This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ASSET ONE WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 3, 2023

First registration

Dec 1, 2023

Dual registered

yes, broker-dealer

IAPD individual key

7649461

• Occurred

  Jul 7, 2025
  Advisor changed firm

  Austin Lawrence Velarde left Lpl Financial Llc for Asset One Wealth Management, Llc (registered 2025-06-30)

  Form ADVobserved 4 days ago
• Occurred

  Dec 13, 2024
  Advisor changed firm

  Austin Lawrence Velarde left Rba Wealth Management, Llc for Lpl Financial Llc (registered 2024-12-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:87f59cfe-df82-ec08-75f1-8b26cd8c6aa8

First observed

Dec 1, 2023

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.