Alexander James Schmitz
Managing Partner And Chief Revenue OfficerOne Wealth Advisors, LLCCRD 5038376
About Alexander James Schmitz
Alexander James Schmitz is listed as Managing Partner And Chief Revenue Officer at One Wealth Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%. Alexander James Schmitz is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of One Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alexander James Schmitz work?
Alexander James Schmitz is listed as Managing Partner And Chief Revenue Officer at One Wealth Advisors, LLC on SEC Form ADV.
How much of One Wealth Advisors, LLC does Alexander James Schmitz own?
Form ADV reports a beneficial ownership band of Under 5%.
One Wealth Advisors, LLC
| Title | Managing Partner And Chief Revenue Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
One Wealth Advisors, LLC
| Title | Trustee, Member |
| Ownership | — |
| Control person | No |
| Since | 2020 |