A complete list of active advisors currently associated with One Wealth Capital Management, LLC

Warmer can help you find a great advisor at One Wealth Capital Management, LLC or one who fits your needs even better.

One Wealth Capital Management serves individuals (including high-net-worth clients) as well as institutional and plan sponsors, offering discretionary and non‑discretionary investment management, financial planning, retirement plan advisory, and consulting. The firm also describes a year‑long Platinum Services planning program and access to private equity and hedge fund portfolios through a third‑party partner. The brochure describes a top‑down, macro-environmental investment approach that uses tactical asset allocation, sector rotation, and a relative growth/value framework, with portfolios constructed from mutual funds, ETFs, individual securities and alternatives. One Wealth routinely employs sub‑advisors and third‑party asset managers (TPAMs) for model and separate account management and tailors ongoing oversight and periodic rebalancing to client objectives and risk tolerance. Notable distinctions disclosed in the firm brochure include reportable disciplinary events involving the firm or its management, an affiliated insurance agency under common ownership, and an established relationship with a third‑party firm to source private equity/hedge fund managers. The brochure also indicates the firm uses testimonials, endorsements, and third‑party ratings in its advertising and discloses the use of blended sub‑advisor/TPAM arrangements, practices that are less common among similar team‑managed firms.

To learn more about the advisors currently working at One Wealth Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.