One Wealth Capital Management, LLC
● SEC registered since 2024CRD 331395SEC# 801-130300Scottsdale, AZ
Reg. AUM
$306.8M
Employees
6
Accounts
548
Location
Scottsdale, AZ
One Wealth Capital Management, LLC assets under management
One Wealth Capital Management, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2024. It reports $306.8 million in regulatory assets under management and employs 6 people.
One Wealth Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy P Dicker Sole and Separate Living Trust Control | Member | Over 75% | 2024 |
| Jeremy Paul Dicker Control | Ceo, Cco | Under 5% | 2024 |
| Jeremy Paul Dicker Control | Trustee | Over 75% | 2024 |
Frequently asked questions
How much does One Wealth Capital Management, LLC manage?
One Wealth Capital Management, LLC reports $306.8 million in regulatory assets under management on its Form ADV.
How many employees does One Wealth Capital Management, LLC have?
One Wealth Capital Management, LLC reports 6 employees.
Where is One Wealth Capital Management, LLC located?
One Wealth Capital Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2024.
Does One Wealth Capital Management, LLC disclose fund performance?
One Wealth Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4900 North Scottsdale Road, Suite 4900, Scottsdale, AZ 85251 |
| Phone | 855-663-9584 |
| Office hours | 9a.m. -5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$306.8M▲ 13%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$306.8Mregulatory AUM
Discretionary $306.8M