ONE WEALTH ADVISORS, LLC

CRD 170910File 801-79591

APPROVED

Retail clients

Custody

Filing as of Aug 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.25B

Above cohort median (national)

Discretionary AUM

$1.25B

Clients

434

2,183 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 1, 2014
Principal office: 766 VALENCIA STREET, 2ND FLOOR, SAN FRANCISCO, CA, 94110
Phone: (415) 729-1770
Website: HTTP://WWW.ONEWEALTH.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.25B
Discretionary AUM: $1.25B
Non-discretionary AUM: $0
Discretionary accounts: 2,183
Non-discretionary accounts: 0
Total accounts: 2,183
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$608K
Charitable organizations	Fewer than 5	$28.1M
High net worth individuals	246	$1.13B
Pension and profit sharing plans	28	$20.9M
Individuals (other than high net worth individuals)	160	$69.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.