One Wealth Advisors, LLC

One Wealth Advisors, LLC (CRD# 170910) is a financial advisory firm headquartered in San Francisco, CA. They manage $250,000,000 in 750 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $333,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX

Financial Advisors at One Wealth Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alexander J. Schmitz
CRD#: 5038376
1145 Market Street, 6th Floor, San Francisco, CA 94103
96
Wealthminder
score

Alexander Schmitz (CRD# 5038376) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 10 years of experience in the finance industry. Alexander Schmitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jonathan E. Steele
CRD#: 3051023
1145 Market Street, 6th Floor, San Francisco, CA 94103
96
Wealthminder
score

Jonathan Steele (CRD# 3051023) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.

3
Kevin M. Cohen
CRD#: 2614998
1145 Market Street, 6th Floor, San Francisco, CA 94103
93
Wealthminder
score

Kevin Cohen (CRD# 2614998) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

4
David G. Steele
CRD#: 2147896
1145 Market Street, 6th Floor, San Francisco, CA 94103
93
Wealthminder
score

David Steele (CRD# 2147896) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.

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