ONE WEALTH ADVISORS, LLC

Overview

One Wealth Advisors, LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals and institutional clients. The firm runs portfolios that lean heavily on exchange-traded instruments for core exposures while layering selective individual equity positions and third‑party alternative allocations. Fee arrangements include a percentage of assets under management and fixed-fee engagements, and advisory services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. One Wealth Advisors is not identified as an active ESG investor. Investment behavior points to a preference for liquid, low-cost ETF-based core holdings combined with targeted stock positions and outsourced alternative exposure. The firm’s activity profile suggests it constructs diversified, manager-driven portfolios where ETF sleeves provide market exposure and external managers — including hedge funds — are used to add non-correlated or return-enhancing strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices