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| One Wealth Advisors LLC
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|
|---|---|
| CRD # | 170910 |
| SEC # | 801-79591 |
| CIK # | 0001725297 |
| AUM | $1.1 B (2025-04-23) |
| Employees | 13 (92% Investors, 0% Brokers) |
| Phone | 415-729-1770 |
| Address | 766 Valencia Street San Francisco, CA 94110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 34.6 | ||
| Microsoft Corp | 7.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 209 | 77.1 |
| (b) Individuals (high net worth individuals) | 216 | 937.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 17.6 |
| (h) Charitable organizations | 0 | 20.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,043 | 1,052.4 |
| By Discretionary | ||
| Discretionary | 2,043 | 1,052.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,043 | 1,052.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 1,051.7 | |
| Total | 2,043 | 1,052.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001725297] |
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1.1 | |
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