SAN FRANCISCO, CACRD 170910Latest ADV March 6, 2026
One Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 6, 2026, reports $1.3B in regulatory assets under management, 13 employees, 2 offices, and 2,183 accounts.
Assets Under Management
$1.3B
Employees
13
Offices
2 offices
Total Clients
434
Primary office
SAN FRANCISCO, CA
766 VALENCIA STREET, 2ND FLOOR, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 56.7% of total clients.
Top client categories% of clientsClients
1
HNWI
56.7%
246
2
Individuals
36.9%
160
3
Pension Plans
6.5%
28
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 6, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts2,183
10Y AUM Change+$954M (+319.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee33:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.