SEC Form ADV · CIK 1725297

ONE WEALTH ADVISORS, LLC

Registered Investment AdviserCA
$1.3B
Assets Under Management
2,183
Total Clients
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Registration Details

CIK
1725297
Accession
CRD-170910
Location
SAN FRANCISCO, CA
Filing Date
March 6, 2026
AUM
$1.3B
Total Clients
2,183
Amendment
No

About this Adviser

ONE WEALTH ADVISORS, LLC is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $1.3B in assets across 2,183 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.