One Wealth Capital Management, LLC

Overview

One Wealth Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2024 and operates as a limited liability company. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that selects third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements are flexible and may include a percentage of assets under management, hourly charges or fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices