# ONE WEALTH ADVISORS, LLC

ONE WEALTH ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 170910
- Type: SEC-registered investment adviser
- SEC file number: 801-79591
- Location: 766 VALENCIA STREET, SAN FRANCISCO, CA, 94110
- Phone: (415) 729-1770
- Latest filing: 2026-08-06
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 13
- Accounts: 2,183

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| David Gerald Steele | FOUNDER AND CHIEF EXECUTIVE OFFICER; TRUSTEE, MEMBER | — |
| Jonathan Edward Steele | FOUNDER AND CHIEF INVESTMENT OFFICER; TRUSTEE, MEMBER | — |
| Kevin Michael Cohen | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Julie Anne Marie Samaniego Villena | TRUSTEE, MEMBER | — |
| Alexander James Schmitz | MANAGING PARTNER AND CHIEF REVENUE OFFICER; TRUSTEE, MEMBER | — |
| COHEN GEORGE MICHAEL | MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF COMPLIANCE OFFICER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| STEELE ALBERT GERALD | MEMBER; TRUSTEE, MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| STEELE PHILIP EDWARD | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER / CHIEF COMPLIANCE OFFICER (+2 more) | — |
| SCHMITZ ALEXANDER JAMES | MEMBER; TRUSTEE, MEMBER | — |
| VILLENA JULIE ANNE MARIE SAMANIEGO | MEMBER; TRUSTEE, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170910/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170910/similar
- Related entities: https://search.stillhousedata.com/firm/170910/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170910

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.