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ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395 · SEC 801-130300
4900 NORTH SCOTTSDALE ROAD, SUITE 4900, SCOTTSDALE, AZ, 85251, United States
Phone
855-663-9584
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.8M
Discretionary AUM
$306.8M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $29.5M |
| High net worth individuals | 133 | $269.6M |
| Corporations/business entities | 2 | $7.7M |
States served
AZ, CA, IL, KS, NY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD