Investment adviser · CRD 170910
ONE WEALTH ADVISORS, LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Sep 16, 2026
- Regulatory AUM
- $1.25B Form ADV · Item 5.F
- Client accounts
- 2,183 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 246 | $1,133,726,518 | 90.5% |
| Individuals | 160 | $69,122,177 | 5.5% |
| Charities | Fewer than 5 | $28,126,146 | 2.2% |
| Retirement plans | 28 | $20,880,334 | 1.7% |
| Corporations & businesses | Fewer than 5 | $608,182 | 0.0% |
Filing source
Form ADV 2131403 · Sep 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
766 VALENCIA STREET, 2ND FLOORSAN FRANCISCO, CA, 94110, United States
CRD 170910
Filing source
Form ADV 2131403 · Sep 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.