ONE WEALTH ADVISORS, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 170910). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |