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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 11, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO, CCO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO, CCO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT | NA | |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT | NA | |
| HOOPIS, PETER, HARRY | I | PRESIDENT | NA | |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT | NA | |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT | NA | |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| HOOPIS, PETER, HARRY | I | PRESIDENT, CCO | NA | Control |
| Herrera, Ericka, V | I | CCO | NA | Control |
| Herrera, Ericka, V | I | CCO | NA | Control |
| Herrera, Ericka, V | I | CCO | NA | Control |
| Herrera, Ericka, V | I | CCO | NA | Control |
| Herrera, Ericka, V | I | CCO | NA | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
| JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | F | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | F | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST | E | Control |
Registrations
Federal
IA
Jun 11, 2025 REGISTERED
Notice Filings (9)
AZ CA FL IL KS NH NY TX WA
Address
4900 NORTH SCOTTSDALE ROADSUITE 4900
SCOTTSDALE, AZ 85251
United States
Phone: 855-663-9584