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ONE WEALTH ADVISORS, LLC
CRD 170910 · SEC 801-79591
766 VALENCIA STREET, 2ND FLOOR, SAN FRANCISCO, CA, 94110, United States
Phone
(415) 729-1770
Fax
(415) 729-1750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.25B
Discretionary AUM
$1.25B
Team
13 total employees; 11 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 160 | $69.1M |
| High net worth individuals | 246 | $1.13B |
| Pension/profit sharing plans | 28 | $20.9M |
States served
CA, CO, LA, MA, NV, NJ, NY, NC, OR, PA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD