Brandon Wells Tesar
Investment adviser representative at One Wealth Capital Management, LLC
26 yearsExperience
2 statesRegistered in
$306.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
26 years in the industry.
- One Wealth Capital Management, LLCApr 2024 to now
- Self Employed, EntertainmentJan 2000 to now
- One Wealth Management Investment and Advisory Services, LLCJul 2023 to Jul 2024
- Guardian Life Insurance CompanyOct 2022 to Jun 2023
- Park Avenue SecuritiesOct 2022 to Jun 2023
- Guardian Life Insurance CompanyDec 2018 to Sep 2022
- Park Avenue SecuritiesDec 2018 to Sep 2022
- One Wealth ManagementApr 2016 to Jun 2023
- MML Investors Services LLCOct 2012 to Dec 2018
- Massmutual Life Insurance CompanyMay 2012 to Dec 2018
- Yummy BartendersNov 2011 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
One Wealth Capital Management, LLC
$306.8MAssets managed
261Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6126593
- Firm CRD
- 331395