One Day Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$28,199,136
Total clients
29
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$972,384
About
One Day Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, with investment advice generally limited to mutual funds and ETFs. The firm also offers tax preparation services to advisory clients performed by supervised personnel; those tax services are billed separately and are optional.
The firm structures portfolios using Modern Portfolio Theory and documents client objectives and risk tolerance in an Investment Policy Statement, then implements long‑term trading consistent with those policies. ODWM acts as a fiduciary for retirement accounts, seeks fair allocation of investment opportunities across clients, and typically requires discretionary authority to execute trades.
Distinctive aspects include the delivery of tax preparation services alongside investment advice — an offering that is uncommon among independent advisory firms — and a firm policy that requires clients to custody assets at a specific custodian, Altruist Financial LLC. As a single‑advisor practice formed recently, the advisor conducts all account reviews, does not aggregate client trades, and reports it receives no soft‑dollar benefits or third‑party referral compensation.
Client services
Expertise
Fee options
0.50% annually
Main office location
One Day Wealth Management
Ocala FL, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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