One Bridge Wealth Management

What One Bridge Wealth Management does

One Bridge Wealth Management is an independent, fee-based fiduciary Registered Investment Advisor founded in 2019 and headquartered in Clayton, Missouri (St. Louis). The firm provides comprehensive wealth management to high-net-worth families, with a stated primary client portfolio range of $2M–$10M in investable assets and a documented minimum of $500,000+ for wealth management services. Co-founded and operated by John Wahl (CFP, ChFC) and Mark Witthaus as Managing Partners, with Kellie Bliss as Client Service Associate, the firm operates with a deliberately limited client load to maintain high-touch, boutique-style service where clients work directly with the founders rather than junior advisors.

The firm's service offering integrates investment management, tax-aware portfolio construction, retirement income planning, estate planning coordination, risk management and insurance, and business planning into a single comprehensive framework. Additional service lines include standalone financial planning, employer-sponsored retirement plan consulting (401k/403b) for small businesses and non-profits, and on-site employee financial education for plan sponsor clients. Technology infrastructure is provided through the firm's RIA-broker/dealer relationship with Commonwealth Financial Network — including compliance supervision, transaction processing, consolidated reporting, market research, and the Investor360° client portal. The firm does not maintain proprietary technology, app, or API products.

One Bridge generates revenue primarily through tiered asset-under-management advisory fees (approximately 1% on smaller accounts, declining as assets grow), billed annually. Secondary revenue streams include transaction-based fees from brokerage activity facilitated through Commonwealth, and fees from standalone financial planning engagements. The go-to-market model is sales-led and relationship-driven: client acquisition occurs via website inquiries, organic search through financial calculators and content, client referrals and testimonials, and virtual consultations. The firm serves clients nationwide through secure virtual meetings in addition to in-person engagements at its Clayton office, with client concentration in Missouri and Illinois.

Name

One Bridge Wealth Management

Legal name

One Bridge Wealth Management

Website

https://onebridgewealth.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

One Bridge Wealth Management is an independent, fee-based fiduciary RIA in Clayton, Missouri, providing integrated investment, tax, retirement, and estate planning for high-net-worth families with $2M–$10M in investable assets. The firm operates through its Commonwealth Financial Network partnership.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Retirement income planning
• Tax-efficient investing

Headquarters

HQ city

Clayton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fee-Based Advisory Services (Assets Under Management): The firm is described as a fee-based, independent advisory firm. Revenue is generated primarily through advisory fees assessed on investable assets under management. The firm acts as a fiduciary when managing assets. The website states 'many advisors charge around 1% on smaller accounts and less as assets increase,' indicating a tiered AUM-based fee structure.
2. Financial Planning Services: The firm also provides standalone financial planning services for families earlier in their wealth-building journey (minimum stated as $500,000+ in investable assets for wealth management, with flexibility). This represents a separate service revenue stream alongside AUM-based advisory.
3. Brokerage Services: While acting primarily as a fiduciary RIA, the firm also provides brokerage services through Commonwealth Financial Network. This dual registration generates transaction-based revenue alongside advisory fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

One Bridge Wealth Management is an independent, fee-based fiduciary advisory firm providing comprehensive financial planning and investment management to high-net-worth families with $2M–$10M+ in investable assets. Its services integrate investment management, tax strategies, retirement income planning, estate planning, risk management/insurance, and business planning into a single cohesive long-term planning framework. The firm also provides employer-sponsored retirement plan consulting (401k/403b) to small businesses and non-profits.

Product overview

One Bridge Wealth Management is an independent, fee-based financial advisory firm offering a unified wealth management platform for high-net-worth families. The core offering consists of comprehensive financial planning services that integrate Investment Management, Tax Strategies, Risk Management & Insurance, Retirement Planning, Estate Planning, and Business Planning into a single cohesive framework. Additional services include Employee and Employer Retirement Plan Consulting for businesses. The firm primarily serves clients with $2M-$10M in investable assets and operates through a fiduciary model when managing assets. Client access is provided via the Investor360° portal through their partnership with Commonwealth Financial Network.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management

Quantifiable outcome

• Commonwealth Financial Network oversees $344 billion in total account assets as of December 31, 2024, providing institutional-scale infrastructure to the firm.

Named customers6 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Two partnerships are on record, tiered core.

• Commonwealth Financial NetworkcoreStrategic or Co-development Partner · 1 January 1979Commonwealth Financial Network is the firm's RIA-broker/dealer partner. It provides back-office infrastructure including compliance supervision, transaction processing, consolidated reporting, a technology platform (including Investor360°), access to independent market research, a wide universe of investment options (stocks, bonds, mutual funds, ETFs, alternative investments, managed accounts, retirement plans), and continuing education. Commonwealth has overseen total account assets of $344 billion as of December 31, 2024 and is dually registered as an investment adviser and broker/dealer. The firm ranks #1 in Independent Advisor Satisfaction (J.D. Power, 13 times). The relationship enables One Bridge to act as an independent fiduciary without proprietary product obligations.
• National Financial Services LLC (NFS) / Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments (through National Financial Services LLC) provides clearing, custody, and brokerage services to Commonwealth Financial Network. Services include statement consolidation, check writing, comprehensive tax reporting (1099s), asset management accounts, and a range of retirement program options (IRAs, SIMPLE IRAs, Roth IRAs, profit-sharing plans, SEP IRAs). SIPC protection and excess-of-SIPC coverage up to $1 billion are provided through this infrastructure. This is an indirect partnership through Commonwealth's service relationships.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Moneta Group: Moneta Group is a St. Louis-based, fee-only RIA serving high-net-worth families with comprehensive wealth management including investment, tax, retirement, and estate planning. Directly comparable in geography, client segment ($2M+ households), and integrated planning model, though materially larger in advisor count and AUM.
• Capstone Financial Advisors: Capstone Financial Advisors is a fee-only RIA based in the St. Louis region serving high-net-worth individuals and families with holistic financial planning. Comparable in niche ($2M+ HNW), fiduciary fee model, and integrated wealth planning approach, providing a closely matched regional benchmark.
• Buckingham Strategic Wealth: Buckingham Strategic Wealth is an independent, fee-only RIA focused on evidence-based investment management and comprehensive financial planning for HNW families. Comparable in client segment, fiduciary model, and integrated planning emphasis, though operating nationally rather than regionally.
• Carson Wealth: Carson Wealth is an independent RIA platform serving HNW clients through advisor-led comprehensive wealth management with coaching, planning, and investment services. Highly comparable in target segment, fee-based model, and emphasis on advisor-client relationships, though larger and more growth-oriented.
• Modera Wealth Management: Modera Wealth Management is a fee-only RIA providing comprehensive financial planning and investment management primarily to HNW households and professionals. Directly comparable in client segment, fee structure, and integrated planning model.
• Aspiriant: Aspiriant is a fee-only RIA serving high-net-worth individuals and families with integrated wealth management, tax planning, and investment advice. Comparable in HNW focus, fiduciary fee model, and emphasis on personalized boutique service.

Broad incumbents

• Creative Planning: Creative Planning is one of the largest independent RIAs in the U.S., serving HNW and ultra-HNW clients with comprehensive wealth management nationwide. Comparable in service breadth and HNW target, but operates at vastly greater scale with hundreds of advisors.
• Mariner Wealth Advisors: Mariner Wealth Advisors is a large national RIA offering comprehensive wealth management, investment advisory, retirement plan, and tax services to HNW clients. Comparable in service mix and HNW client focus, but materially larger with multiple subsidiaries and advisor teams.

Peers

• Edelman Financial Engines:

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/in/johncwahl

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One Bridge Wealth Management