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Alexander James Schmitz

Managing Partner And Chief Revenue OfficerOne Wealth Advisors, LLCCRD 5038376

About Alexander James Schmitz

Alexander James Schmitz is listed as Managing Partner And Chief Revenue Officer at One Wealth Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%. Alexander James Schmitz is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of One Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alexander James Schmitz work?

Alexander James Schmitz is listed as Managing Partner And Chief Revenue Officer at One Wealth Advisors, LLC on SEC Form ADV.

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

Form ADV reports a beneficial ownership band of Under 5%.

One Wealth Advisors, LLC

TitleManaging Partner And Chief Revenue Officer
OwnershipUnder 5%
Control personYes
Since2025

One Wealth Advisors, LLC

TitleTrustee, Member
Ownership
Control personNo
Since2020