ONE WEALTH CAPITAL MANAGEMENT, LLC

Overview

One Wealth Capital Management, LLC is an independent registered investment adviser that structures portfolios around equity-centered allocations while providing a range of planning and advisory services for individuals, families and institutional clients. The firm acts as a capital allocator and performs manager selection, using third-party advisers to access alternative strategies alongside its core public-market exposure. Investment activity shows a clear preference for exchange-traded equities and ETF-based strategies as the primary building blocks of client portfolios, complemented by selective allocations to private market and hedge fund managers for diversification and return enhancement. Service delivery mixes traditional portfolio management and financial planning with pension consulting and the selection of outside managers. Fee arrangements include percentage-of-AUM pricing supplemented by hourly and fixed-fee engagements, allowing flexibility for clients who need project-based advice or ongoing discretionary management. The firm is not positioned as an active ESG investor and maintains an affiliation with an insurance company as part of its ecosystem of services.

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Public Holdings

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Location & Offices