ONE WEALTH ADVISORS, LLC
CRD #170910 SEC #801-79591 SAN FRANCISCO, CA (415) 729-1770
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
13
Clients
101
Accounts
2,043
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.1B | $1.1B | $0 | 13 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 12 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 12 | 0 |
| Nov 2024 | $841.6M | $841.6M | $0 | 13 | 0 |
| Nov 2024 | $841.6M | $841.6M | $0 | 13 | 0 |
| Apr 2024 | $841.6M | $841.6M | $0 | 13 | 0 |
| Mar 2024 | $841.6M | $841.6M | $0 | 13 | 0 |
| Nov 2023 | $747.6M | $747.6M | $0 | 12 | 0 |
| Oct 2023 | $747.6M | $747.6M | $0 | 12 | 0 |
| Mar 2023 | $747.6M | $747.6M | $0 | 12 | 0 |
| Nov 2022 | $713.2M | $713.2M | $0 | 11 | 0 |
| Mar 2022 | $713.2M | $713.2M | $0 | 11 | 0 |
| Nov 2021 | $592.4M | $592.4M | $0 | 9 | 0 |
| Mar 2021 | $592.4M | $592.4M | $0 | 9 | 0 |
| Mar 2021 | $592.4M | $592.4M | $0 | 9 | 0 |
| Jun 2020 | $408.5M | $408.5M | $0 | 8 | 0 |
| May 2020 | $408.5M | $408.5M | $0 | 8 | 0 |
| Apr 2020 | $408.5M | $408.5M | $0 | 8 | 0 |
| Jan 2020 | $408.5M | $408.5M | $0 | 8 | 0 |
| Mar 2019 | $348.9M | $348.9M | $0 | 6 | 0 |
| Sep 2018 | $352M | $352M | $0 | 6 | 0 |
| Jun 2018 | $352M | $352M | $0 | 6 | 0 |
| Feb 2018 | $352M | $352M | $0 | 6 | 0 |
| Sep 2017 | $330M | $329M | $1M | 6 | 200 |
| Feb 2017 | $298.8M | $298M | $800K | 6 | 200 |
| Dec 2016 | $250M | $250M | $0 | 6 | 200 |
| Jul 2016 | $250M | $250M | $0 | 6 | 200 |
| Mar 2016 | $250M | $250M | $0 | 6 | 200 |
| Oct 2015 | $270M | $250M | $20M | 4 | 0 |
| Sep 2015 | $0 | $0 | $0 | 4 | 0 |
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients0
DateNov 2024
Total AUM$841.6M
Discretionary$841.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2024
Total AUM$841.6M
Discretionary$841.6M
Non-Disc.$0
Employees13
Clients0
DateApr 2024
Total AUM$841.6M
Discretionary$841.6M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$841.6M
Discretionary$841.6M
Non-Disc.$0
Employees13
Clients0
DateNov 2023
Total AUM$747.6M
Discretionary$747.6M
Non-Disc.$0
Employees12
Clients0
DateOct 2023
Total AUM$747.6M
Discretionary$747.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$747.6M
Discretionary$747.6M
Non-Disc.$0
Employees12
Clients0
DateNov 2022
Total AUM$713.2M
Discretionary$713.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2022
Total AUM$713.2M
Discretionary$713.2M
Non-Disc.$0
Employees11
Clients0
DateNov 2021
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$592.4M
Discretionary$592.4M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$408.5M
Discretionary$408.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$348.9M
Discretionary$348.9M
Non-Disc.$0
Employees6
Clients0
DateSep 2018
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees6
Clients0
DateFeb 2018
Total AUM$352M
Discretionary$352M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$330M
Discretionary$329M
Non-Disc.$1M
Employees6
Clients200
DateFeb 2017
Total AUM$298.8M
Discretionary$298M
Non-Disc.$800K
Employees6
Clients200
DateDec 2016
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees6
Clients200
DateJul 2016
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees6
Clients200
DateOct 2015
Total AUM$270M
Discretionary$250M
Non-Disc.$20M
Employees4
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0