ONE WEALTH ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.25B |
| Discretionary | $1.25B100% of AUM |
| Client Accounts | 2,183 |
| Avg Account Size | $574K |
| Employees | 13 |
| Peak AUM | $1.25BFeb 2026 |
AUM by Client Type
Total AUM
$1.3B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +19.0% | +18.8% | +16.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.25B |
| Discretionary | $1.25B |
| Employees | 13 |
| Client Accounts | 2183 |
| Client Range | 101-250 |
Contact & Location
Address
766 VALENCIA STREET
SAN FRANCISCO CA 94110
Phone
(415) 729-1770
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance CompanyPension Consultant