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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| One Wealth Capital Management LLC
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|---|---|
| CRD # | 331395 |
| SEC # | 801-130300 |
| CIK # | 0002050308 |
| AUM | $270.8 M (2025-06-11) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 855-663-9584 |
| Address | 4900 North Scottsdale Road Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 53.3 | ||
| Amazon Com Inc | 4.0 | ||
| Broadcom Inc | 3.5 | ||
| Nvidia Corp | 2.6 | ||
| Oracle Corp | 2.4 | ||
| VISA Inc | 2.4 | ||
| Netflix Inc | 2.4 | ||
| Alphabet Inc | 2.3 | ||
| Facebook Inc | 2.2 | ||
| Alphabet Inc | 1.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 106 | 19.7 |
| (b) Individuals (high net worth individuals) | 137 | 251.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 532 | 270.8 |
| By Discretionary | ||
| Discretionary | 497 | 253.7 |
| Non-Discretionary | 35 | 17.0 |
| Total | 532 | 270.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 270.8 | |
| Total | 532 | 270.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002050308] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Second 50 Financial LLC
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CA | 0.3 |
|
One One Wealth Management LLC
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|
FL | 0.3 |
|
GS Investments Inc
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MN | 0.3 |
|
Wealth Management CPAS LLC
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UT | 0.3 |
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Griffin Black LLC
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CA | 0.3 |
|
6th Street Advisors LLC
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AL | 0.3 |
|
Perritt Capital Management Inc
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|
IL | 0.3 |
|
Toomey Investment Management Inc
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|
CT | 0.3 |
|
Albanyadvisor Group LLC
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|
NY | 0.3 |
|
Monere Wealth Management Inc
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|
IL | 0.3 |