One Wealth Advisors, LLC
One Wealth Advisors, LLC (CRD# 170910) is a financial advisory firm headquartered in San Francisco, CA. They manage $841,603,392 in 1,959 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management842MILLION
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Total Number of Accounts1,959ACCOUNTS
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Average Account Value$429,609
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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 advisers (including private fund managers)
CA, CO, FL, LA, MA, NC, NJ, NV, NY, OR, PA, TX, WA
Kevin Cohen (CRD# 2614998) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 28 years of experience in the finance industry.
Frank Mannino (CRD# 2213757) is an Investment Advisor Representative working at One Wealth Advisors, LLC in Philadelphia, PA and has over 32 years of experience in the finance industry.
David Neeve (CRD# 4532945) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.
Alexander Schmitz (CRD# 5038376) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 16 years of experience in the finance industry.
David Steele (CRD# 2147896) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 32 years of experience in the finance industry.
Jonathan Steele (CRD# 3051023) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 25 years of experience in the finance industry.
Karime Azar Wabi (CRD# 7181849) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
Elizabeth Brotz (CRD# 7349198) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Eleanor Hall (CRD# 7690650) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Tessa Sternberg (CRD# 7883877) is an Investment Advisor Representative working at One Wealth Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.