PPrivate Fund Data Log in Join · $37/mo

2015 Alexander James Schmitz Revocable Trust

MemberOne Wealth Advisors, LLC

About 2015 Alexander James Schmitz Revocable Trust

2015 Alexander James Schmitz Revocable Trust is listed as Member at One Wealth Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of One Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does 2015 Alexander James Schmitz Revocable Trust work?

2015 Alexander James Schmitz Revocable Trust is listed as Member at One Wealth Advisors, LLC on SEC Form ADV.

How much of One Wealth Advisors, LLC does 2015 Alexander James Schmitz Revocable Trust own?

Form ADV reports a beneficial ownership band of 10-25%.

One Wealth Advisors, LLC

TitleMember
Ownership10-25%
Control personNo
Since2020