ONE WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,252,463,357
Discretionary
$1,252,463,357
Non-discretionary
$0
Firm details
- CRD number
- 170910
- SEC file number
- 801-79591
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTP://WWW.ONEWEALTH.NET
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.