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| One Wealth Capital Management LLC
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|---|---|
| CRD # | 331395 |
| SEC # | 801-130300 |
| CIK # | 0002050308 |
| AUM | 306.8 M (2026-03-30) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-663-9584 |
| Address | 4900 North Scottsdale Road Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 39.5 | |
| Broadcom Inc | 12.4 | |
| Nvidia Corp | 5.4 | |
| Alphabet Inc | 4.3 | |
| Alphabet Inc | 3.6 | |
| Amazon Com Inc | 3.3 | |
| Facebook Inc | 3.1 | |
| Tesla Motors Inc | 2.4 | |
| Netflix Inc | 2.0 | |
| Apple Inc | 1.7 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 29.5 |
| (b) Individuals (high net worth individuals) | 133 | 269.6 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 2 | 7.7 |
| (n) Other | 0 | 0.0 |
| Total | 548 | 306.8 |
| By Discretionary | ||
| Discretionary | 548 | 306.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 548 | 306.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.8 | |
| Total | 548 | 306.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002050308] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
Heritage Asset Advisors Ltd LLP
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306.6 M | |
|
Blue Sky Capital Consultants Group Inc
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|
Hancock Whitney Investment Services Inc
✚
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LA | 306.1 M |