One Wealth Capital Management, LLC

Overview

One Wealth Capital Management, LLC is an independent registered investment adviser that began SEC registration in 2024 and is organized as a limited liability company. The firm describes itself as a capital allocator that works with both individual/family and institutional clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Fee arrangements are flexible and include percentage‑of‑AUM, hourly, and fixed fees. The firm does not identify as an active ESG investor and lists an insurance company affiliation among its industry relationships.

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Public Holdings

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Location & Offices