SEC Form ADV · CIK 1725297

ONE WEALTH ADVISORS, LLC

Registered Investment AdviserCA
$1.3B
Assets Under Management
13
Employees
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Registration Details

CIK
1725297
Accession
crd-170910
Location
SAN FRANCISCO, CA
Filing Date
September 16, 2026
AUM
$1.3B
Institutional Clients
28
Employees
13
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

ONE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $1.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.