RIA Intel›Advisers›Texas›ONE WAY HOLDINGS LLC

ONE WAY HOLDINGS LLC

Advisory

N·FLOWER MOUND, TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+38.5%

3-Year CAGR

0.0%

Employees

22

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.8B

Non-Discretionary AUM$12M

Discretionary %99.3%

Total Clients866

Team

Total Employees22

Investment Advisers38

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingAug 26, 2021

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ONE WAY HOLDINGS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.