| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy P Dicker Sole and Separate Living Trust Control | Member | Over 75% | 2024 |
| Jeremy Paul Dicker Control | Ceo, Cco | Under 5% | 2024 |
| Jeremy Paul Dicker Control | Trustee | Over 75% | 2024 |
One Wealth Capital Management, LLC reports $270.8 million in regulatory assets under management on its Form ADV.
One Wealth Capital Management, LLC reports 7 employees.
One Wealth Capital Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2024.
One Wealth Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4900 North Scottsdale Road, Suite 4900, Scottsdale, AZ 85251 |
| Phone | 855-663-9584 |
| Office hours | 9a.m. -5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $253.7M |
| Non-discretionary | $17M |
| Total (RAUM) | $270.8M |