# One Wealth Advisors, LLC

> One Wealth Advisors, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 16, 2026.

- CRD: 170910
- Filed as: ONE WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170910
- AdvisorCensus page: https://advisorcensus.com/firm/one-wealth-advisors-llc-san-francisco-ca-170910

## Quick answers

**How is One Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), One Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**What does One Wealth Advisors, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 15, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is One Wealth Advisors, LLC located?**
One Wealth Advisors, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is One Wealth Advisors, LLC registered with the SEC or a state?**
One Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170910.

**How much does One Wealth Advisors, LLC manage?**
One Wealth Advisors, LLC reports $1,252,463,357 in regulatory assets under management in its Form ADV filing dated September 16, 2026 (100% discretionary).

**How have One Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for One Wealth Advisors, LLC: Regulatory assets under management: $592,354,869 in the October 2021 data and $1,252,463,357 in the October 2026 data, up 111%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does One Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (246); individuals (other than high net worth individuals) (160); pension and profit sharing plans (but not the plan participants or government pension plans) (28).

**Which custodians does One Wealth Advisors, LLC use?**
One Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does One Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170910

**What changed in One Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Investment advisory fees range up to 1.50% annually based on several factors, including: the complexity of the services to be provided, the level of assets to be managed, financial planning needs, and the overall relationship with the Advisor.

- Minimum annual fee: $10,000

> The Advisor requires a minimum fee of up to $10,000, which may be reduced or waived at the Advisor’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,252,463,357
- Discretionary: $1,252,463,357
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 160 | $69,122,177 |
| High net worth individuals | 246 | $1,133,726,518 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $20,880,334 |
| Charitable organizations | Fewer than 5 | $28,126,146 |
| Corporations or other businesses not listed above | Fewer than 5 | $608,182 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 13 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, LA, MA, NC, NH, NJ, NV, NY, OR, PA, TX, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- onewealth.net
- LinkedIn @ONE-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $592,354,869 | 9 | March 26, 2021 |
| October 2022 | $713,201,829 | 11 | March 14, 2022 |
| October 2023 | $747,625,000 | 12 | March 17, 2023 |
| October 2024 | $841,603,392 | 13 | April 16, 2024 |
| October 2025 | $1,052,358,555 | 13 | April 23, 2025 |
| October 2026 | $1,252,463,357 | 13 | September 16, 2026 |

Regulatory assets under management: $592,354,869 in the October 2021 data and $1,252,463,357 in the October 2026 data, up 111%.
Total employees: 9 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in WI.

### March 2026
- Employees performing advisory functions went from 12 to 11.
- Regulatory assets under management went from $1,052,358,555 to $1,252,463,357 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Wealth Advisors, LLC (CRD 170910): Form ADV filing data as of October 2026.