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ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395File 801-130300
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$306.8M
Below cohort median (national)
Discretionary AUM
$306.8M
Clients
261
548 accounts
Employees
6
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 16, 2024
- Principal office
- 4900 NORTH SCOTTSDALE ROAD, SUITE 4900, SCOTTSDALE, AZ, 85251
- Phone
- 855-663-9584
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $306.8M
- Discretionary AUM
- $306.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 548
- Non-discretionary accounts
- 0
- Total accounts
- 548
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $7.7M |
| High net worth individuals | 133 | $269.6M |
| Individuals (other than high net worth individuals) | 126 | $29.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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- Q11
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 7 | 6 | decreased by1 |
| Feb 1, 2026 | Clients | 243 | 261 | increased by18 |
| Feb 1, 2026 | AUM | $270,773,625 | $306,795,078 | increased by$36,021,453 |
| Feb 1, 2026 | Accounts | 532 | 548 | increased by16 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ONE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ONE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.