PPrivate Fund Data Log in Join · $37/mo

Steele & Villena Trust

MemberOne Wealth Advisors, LLC

About Steele & Villena Trust

Steele & Villena Trust is listed as Member at One Wealth Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of One Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steele & Villena Trust work?

Steele & Villena Trust is listed as Member at One Wealth Advisors, LLC on SEC Form ADV.

How much of One Wealth Advisors, LLC does Steele & Villena Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

One Wealth Advisors, LLC

TitleMember
Ownership25-50%
Control personYes
Since2020
View One Wealth Advisors, LLC →