One Wealth Advisors, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$574K
Accounts
2,183
Employees
13
Advisory reps
11

Firm details

Headquarters
San Francisco, California
CRD number
170910
Registered since
May 1, 2014
Website
onewealth.net
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.52%
  • Individuals5.52%
  • Charitable Organizations2.25%
  • Pension & Profit Sharing Plans1.67%
  • Corporations / Businesses0.05%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

One Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2014. The firm acts as a capital allocator for both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM and fixed-fee engagements. Core advisory capabilities reported on the ADV include comprehensive financial planning, discretionary portfolio management for individuals, small businesses and institutions, the selection of outside managers, and pension-consulting services. One Wealth does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, State & Local Bonds 15%, Public Funds/Mutual Funds 8%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Sovereign Bonds 1%, Cash & Cash Equivalents 1%71%
  • Exchange Traded Equities71%
  • State & Local Bonds15%
  • Public Funds/Mutual Funds8%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

2 of 2
  • David Steele

    David Steele

    Founder and CEOCRD 2147896

  • Jonathan Steele

    Jonathan Steele

    Chief Investment Officer & Managing PartnerCRD 3051023

Contacts

3 of 9
  • David Neeve

    David Neeve

    Managing PartnerCRD 4532945

  • Tessa Sternberg

    Tessa Sternberg

    Client Service AssociateCRD 7883877

  • Kevin Cohen

    Kevin Cohen

    Managing PartnerCRD 2614998

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 110

Active vs passive

$753M in ETFs

Passive

63%

$471M

Active

16%

$282M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)$81.4M926,48910.81%
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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
766 Valencia St
Time zone
PT (UTC-8)
Office locations

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