Vitesse One Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides tailored investment management and comprehensive financial planning primarily for individual and high‑net‑worth clients, delivering continuous portfolio oversight and written financial plans. It charges asset‑based advisory fees for managed accounts and also offers standalone financial planning billed on an hourly basis.
The firm’s investment approach centers on Modern Portfolio Theory and primarily passive management using index mutual funds and ETFs, with asset allocation and periodic rebalancing as core tools. The adviser also employs fundamental, technical, cyclical and charting analyses and may incorporate buffered ETF strategies and both active and passive fund selections when appropriate.
Noteworthy aspects include that the firm is newly formed and operated by a single managing member who is the sole employee and who maintains outside employment as an airline transport pilot, with that activity occurring during trading hours; the firm’s business continuity disclosures state there is no plan for continuation in the event of the managing member’s death. The firm further discloses that it does not engage in block trading, does not receive soft‑dollar or third‑party compensation, and generally leaves proxy voting and corporate actions to clients.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.65% $25,000,001+: 0.55%
$350 to $500 per hour depending on complexity
Account minimum: $100,000 (waivable at sole discretion of firm)
Main office
Pensacola FL
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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