ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD #331395 SEC #801-130300 SCOTTSDALE, AZ 855-663-9584
SEC Registered Disclosures
Total AUM
$270.8M
Discretionary
$253.7M
Employees
7
Clients
0
Accounts
532
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $270.8M | $253.7M | $17M | 7 | 0 |
| May 2025 | $270.8M | $253.7M | $17M | 7 | 0 |
| Mar 2025 | $270.8M | $253.7M | $17M | 7 | 0 |
| Mar 2025 | $270.8M | $253.7M | $17M | 7 | 0 |
| Jan 2025 | $270.8M | $253.7M | $17M | 7 | 0 |
| Aug 2024 | $270.6M | $254.9M | $15.7M | 7 | 0 |
| Aug 2024 | $270.6M | $254.9M | $15.7M | 7 | 0 |
| Jul 2024 | $270.6M | $254.9M | $15.7M | 7 | 0 |
| Jul 2024 | $270.6M | $254.9M | $15.7M | 8 | 0 |
| May 2024 | $0 | $0 | $0 | 8 | 0 |
| May 2024 | $0 | $0 | $0 | 8 | 0 |
| Apr 2024 | $0 | $0 | $0 | 8 | 0 |
| Apr 2024 | $0 | $0 | $0 | 8 | 0 |
| Apr 2024 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$270.8M
Discretionary$253.7M
Non-Disc.$17M
Employees7
Clients0
DateMay 2025
Total AUM$270.8M
Discretionary$253.7M
Non-Disc.$17M
Employees7
Clients0
DateMar 2025
Total AUM$270.8M
Discretionary$253.7M
Non-Disc.$17M
Employees7
Clients0
DateMar 2025
Total AUM$270.8M
Discretionary$253.7M
Non-Disc.$17M
Employees7
Clients0
DateJan 2025
Total AUM$270.8M
Discretionary$253.7M
Non-Disc.$17M
Employees7
Clients0
DateAug 2024
Total AUM$270.6M
Discretionary$254.9M
Non-Disc.$15.7M
Employees7
Clients0
DateAug 2024
Total AUM$270.6M
Discretionary$254.9M
Non-Disc.$15.7M
Employees7
Clients0
DateJul 2024
Total AUM$270.6M
Discretionary$254.9M
Non-Disc.$15.7M
Employees7
Clients0
DateJul 2024
Total AUM$270.6M
Discretionary$254.9M
Non-Disc.$15.7M
Employees8
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0