ONE WEALTH CAPITAL MANAGEMENT, LLC

SCOTTSDALE, Arizona·3 registered advisors·CRD# 331395
SEC# 801-1303004855-663-9584
01

Firm Overview

AUM
$271M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ONE WEALTH CAPITAL MANAGEMENT, LLC

3 registered advisors
Ericka V Herrera
PHOENIX, Arizona
Jeremy Paul Dicker
SCOTTSDALE, Arizona
Peter Harry Hoopis
SCOTTSDALE, Arizona
ChFC
05

Office Locations

SCOTTSDALE, Arizona
2 advisors
PHOENIX, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. ONE WEALTH CAPITAL MANAGEMENT, LLC (CRD# 331395) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.