| Name | Title | Ownership | Since |
|---|---|---|---|
| 2015 Alexander James Schmitz Revocable Trust | Member | 10-25% | 2020 |
| Alexander James Schmitz Control | Managing Partner And Chief Revenue Officer | Under 5% | 2025 |
| David Gerald Steele Control | Founder And Chief Executive Officer | Under 5% | 2015 |
One Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
One Wealth Advisors, LLC reports 13 employees.
One Wealth Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2014.
One Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 766 Valencia Street, 2nd Floor, San Francisco, CA 94110 |
| Phone | (415) 729-1770 |
| Fax | (415) 729-1750 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1725297 |
| Discloses disciplinary history | No |
| Discretionary | $1.05B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.05B |