ONE WEALTH ADVISORS, LLC
SEC RegisteredYour Financial Life Simplified
About the firm
One Wealth Advisors is a fiduciary wealth management firm based in San Francisco, CA. The firm was built by advisors who worked through Wall Street and believes it can offer more value by serving the specific needs of clients rather than those of a large financial institution. It is dedicated to helping clients identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, financial planning, and tax services, provided as a fiduciary with tailored financial solutions.
Who they serve
Clients who want a trusted team to handle financial planning so they can focus on living their lives, rather than getting bogged down in technical details.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $69M |
| High Net Worth Individuals | 246 | $1.1B |
| Charitable Organizations | 28 | $21M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ONE WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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