ONE WEALTH CAPITAL MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$306,795,078
Discretionary
$306,795,078
Non-discretionary
$0
Firm details
- CRD number
- 331395
- SEC file number
- 801-130300
- Main office
- SCOTTSDALE, AZ, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.