David Gerald Steele
Founder And Chief Executive OfficerOne Wealth Advisors, LLCCRD 2147896
About David Gerald Steele
David Gerald Steele is listed as Founder And Chief Executive Officer at One Wealth Advisors, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%. David Gerald Steele 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 David Gerald Steele work?
David Gerald Steele is listed as Founder And Chief Executive Officer at One Wealth Advisors, LLC on SEC Form ADV.
How much of One Wealth Advisors, LLC does David Gerald Steele own?
Form ADV reports a beneficial ownership band of Under 5%.
One Wealth Advisors, LLC
| Title | Founder And Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2015 |
One Wealth Advisors, LLC
| Title | Trustee, Member |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |