# ONE WEALTH CAPITAL MANAGEMENT, LLC

ONE WEALTH CAPITAL MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 331395
- Type: SEC-registered investment adviser
- SEC file number: 801-130300
- Location: 4900 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85251
- Phone: 855-663-9584
- Latest filing: 2026-08-06
- Regulatory AUM: $306.8M
- Discretionary AUM: $306.8M
- Clients: 6
- Accounts: 548

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Paul Dicker | CEO; CEO, CCO; TRUSTEE | — |
| Peter Harry Hoopis | PRESIDENT, CCO | — |
| Herrera Ericka V | CCO | — |
| DICKER JEREMY PAUL | CEO; TRUSTEE; TTEE | — |
| HOOPIS PETER HARRY | PRESIDENT; PRESIDENT, CCO | — |


## Disclosures (7)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/331395/brochure
- Similar advisers: https://search.stillhousedata.com/firm/331395/similar
- Related entities: https://search.stillhousedata.com/firm/331395/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/331395

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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.