All One Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,469,583
Clients
88
Advisors
1
of 1 employees
About
All One Wealth LLC serves individual and high‑net‑worth clients and also advises pension and profit‑sharing plans as well as other business or institutional clients. The firm provides comprehensive portfolio management and financial planning or consulting, together with retirement plan consulting for employer plan sponsors.
The firm manages client portfolios on a discretionary basis with ongoing monitoring and rebalancing and employs a mix of fundamental, technical, quantitative and ESG analysis alongside asset‑allocation strategies; it also discloses use of options, margin and a limited set of cryptocurrencies that meet its Digital Asset Framework. Retirement plan consulting work includes developing investment policy statements, evaluating investment menus, constructing allocation models, monitoring investments and providing participant education, and the firm periodically offers impersonal seminars on retirement, estate and charitable planning.
Compared with many independent advisers, the firm’s client mix and service set are notable for including pension and other institutional or charitable organization clients and for providing employer plan fiduciary consulting and participant education. The adviser also reports an affiliated automated investment advisor platform in development and manages roughly $45.7 million in discretionary assets across about 88 client relationships.
Client services
Expertise
Fee options
$0 - $20,000: 2.00% $20,001 - $100,000: 1.95% $100,001 - $300,000: 1.85% $300,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.65% $1,000,001 - $2,500,000: 1.55% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001+: Negotiable
Main office
Camarillo CA
Advisors at this office
1
Most active in
California · Texas
Also doing business as
All One Wealth, LLC · Allonewealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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