SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
One Wealth Advisors, LLC
San Francisco, CA
CRD 170910
Firm filing updated September 16, 2026 ·
- $1.3BAssets
- 11Advisory staff
- 2,183Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals246
- Individuals160
- Pension and profit sharing plans28
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 160 | $69.1 million |
| High net worth individuals | 246 | $1.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $20.9 million |
| Charitable organizations | Fewer than 5 clients | $28.1 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $608,182 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts2,183
- DiscretionaryAll accounts
People
- Employees13
- Advisory staff11
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients101 to 250
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 170910, SEC file 801-79591.
- Registered with the SEC as an investment advisor (status date on record: May 1, 2014).
Is One Wealth Advisors, LLC a fiduciary?
Short answer: One Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.