One Wealth Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 30, 2026, reports $307M in regulatory assets under management, 6 employees, 3 offices, and 548 accounts.
Assets Under Management
$307M
Employees
6
Offices
3 offices
Total Clients
261
Primary office
SCOTTSDALE, AZ
4900 NORTH SCOTTSDALE ROAD, SUITE 4900, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.0% of total clients.
Top client categories% of clientsClients
1
HNWI
51.0%
133
2
Individuals
48.3%
126
3
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$307Mas of March 30, 2026
Discretionary100.0%
$307M
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$307M
Total Accounts548
10Y AUM Change+$307M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee44:1
10Y Employee Change-2 (-25.0%)
* 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.