One Wealth Advisors, LLC
● SEC registered since 2014CRD 170910SEC# 801-79591San Francisco, CA
Reg. AUM
$1.25B
Employees
13
Accounts
2,183
Location
San Francisco, CA
One Wealth Advisors, LLC assets under management
One Wealth Advisors, LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2014. It reports $1.3 billion in regulatory assets under management and employs 13 people.
One Wealth Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 2015 Alexander James Schmitz Revocable Trust | Member | 10-25% | 2020 |
| Alexander James Schmitz Control | Managing Partner And Chief Revenue Officer | Under 5% | 2025 |
| David Gerald Steele Control | Founder And Chief Executive Officer | Under 5% | 2015 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does One Wealth Advisors, LLC manage?
One Wealth Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does One Wealth Advisors, LLC have?
One Wealth Advisors, LLC reports 13 employees.
Where is One Wealth Advisors, LLC located?
One Wealth Advisors, LLC is based in San Francisco, CA and has been SEC-registered since 2014.
Does One Wealth Advisors, LLC disclose fund performance?
One Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 766 Valencia Street, 2nd Floor, San Francisco, CA 94110 |
| Phone | (415) 729-1770 |
| Fax | (415) 729-1750 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1725297 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.25B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.25Bregulatory AUM
Discretionary $1.25B