One World Asset Management Solutions, LLC (Riverton)


One World Asset Management Solutions, LLC is an adviser based in Riverton. It manages $1.62 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Colorado.

One World Asset Management Solutions provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

One World Asset Management Solutions: assets under management

The assets under management (AUM) of One World Asset Management Solutions, LLC is $1.62 million. The firm's AUM has grown by 1520% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.03 million in discretionary accounts and $588.73 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.63 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $29.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay One World Asset Management Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Melissa Faith Pope Member 1 Jan 1999 Other 4660425
Jeffrey Scott Pope Member 1 Jan 1999 Other 4660426
Carmen Lynne Milbury Chief compliance officer 1 Aug 2004 Other 1956867

Based in Riverton

The principal office where One World Asset Management Solutions, LLC performs its advisory services is located at 609 E. Washington, Riverton, WY 82501, which is also the mailing address of the firm. An additional office of the firm is in Cheyenne, WY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-856-2637 or by fax 307-856-5991. The normal business hours are 8-5 on Monday - Friday.