One Wealth Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$574K
Accounts
2,183
Employees
13
Advisory reps
11

Firm details

Headquarters
San Francisco, California
CRD number
170910
Registered since
May 1, 2014
Website
onewealth.net
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.52%
  • Individuals5.52%
  • Charitable Organizations2.25%
  • Pension & Profit Sharing Plans1.67%
  • Corporations / Businesses0.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

One Wealth Advisors, LLC is an independent registered investment adviser operating as an LLC and SEC-registered since 2014. The firm functions as a capital allocator for both individual/family and institutional clients, offering financial planning and discretionary portfolio management across retail and business/institutional relationships. Its advisory services include selection of other advisers and pension consulting, and its fee model combines percentage-of-AUM and fixed-fee arrangements. One Wealth does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, State & Local Bonds 15%, Public Funds/Mutual Funds 8%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%71%
  • Exchange Traded Equities71%
  • State & Local Bonds15%
  • Public Funds/Mutual Funds8%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • Jonathan Steele

    Jonathan Steele

    Chief Investment Officer & Managing PartnerCRD 3051023

  • David Steele

    David Steele

    Founder and CEOCRD 2147896

Contacts

3 of 9
  • David Neeve

    David Neeve

    Managing PartnerCRD 4532945

  • Karime Azar Wabi

    Karime Azar Wabi

    Business AnalystCRD 7181849

  • Alexander Schmitz

    Alexander Schmitz

    Managing PartnerCRD 5038376

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 117

Active vs passive

$837M in ETFs

Passive

57%

$473M

Active

15%

$364M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$81.4M926,4899.73%
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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
766 Valencia St
Time zone
PT (UTC-8)
Office locations

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