SEC Form ADV

ONE WEALTH CAPITAL MANAGEMENT, LLC

Registered Investment AdviserAZ
$306.8M
Assets Under Management
6
Employees
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Registration Details

Accession
crd-331395
Location
SCOTTSDALE, AZ
Filing Date
March 30, 2026
AUM
$306.8M
Employees
6
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

ONE WEALTH CAPITAL MANAGEMENT, LLC is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $306.8M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.