ONE Wealth Investors
SEC RegisteredONE WEALTH INVESTORS
About the firm
At One Wealth Investors, we are dedicated to helping our clients organize their financial affairs and implement a comprehensive wealth management and estate plan. Our clients value our personalized touch, and our technology platform that allows them to quickly and easily access and monitor their entire financial picture.
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, investment strategies, tax planning, retirement distribution, business retirement plans (401(k), profit-sharing, defined benefit pensions, ERISA compliance), and exit and succession planning.
Who they serve
Affluent families and businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 58 | $15M |
| High Net Worth Individuals | 54 | $150M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 14 | $15M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 11, 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 Investors 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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