One Wealth Capital Management, LLC

Overview

One Wealth Capital Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm identifies as a capital allocator that serves both individual and family clients as well as institutional investors. Ownership is structured between a domestic entity and an individual. Its billing arrangements include asset-based fees, hourly charges, and fixed-fee engagements. Investment and advisory services listed on the firm's profile include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not designate itself as an active ESG investor. An industry affiliation with an insurance company is noted.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices