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Home > Retirement Planners > california > san francisco > ONE WEALTH ADVISORS, LLC
ONE WEALTH ADVISORS, LLC
766 Valencia Street
2nd Floor
San Francisco, California 94110
Tel: (415) 729-1770
About ONE WEALTH ADVISORS, LLC
ONE WEALTH ADVISORS, LLC, formally registered with the SEC as ONE WEALTH ADVISORS, LLC. The firm was established in 05/01/2014. They have over 2 offices throughout the country.
ONE WEALTH ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $1,052,358,555 assets under management, offering retirement planning & investment advisory services to 2043 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170910 |
| SEC# | 801-79591 |
| Assets Managed by Firm | $1,052,358,555 |
| No. of Clients | 2043 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2043 | $1,052,358,555 |
| Individuals (other than high net worth individuals) | 209 | $77,137,966 |
| High net worth individuals | 216 | $937,356,613 |
| Pension and profit sharing plans | 25 | $17,630,695 |
| Charitable organizations | Fewer than 5 clients | $20,233,281 |
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