One Wealth Capital Management, LLC
One Wealth Capital Management, LLC is an SEC-registered wealth manager in Scottsdale, AZ with $306.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns One Wealth Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331395, SEC 801-130300, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $306.8M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Scottsdale, AZ
- Employees
- 6
- Clients
- 261
- CRD
- 331395
- Ownership
- Herrera, Ericka, V; JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST; HOOPIS, PETER, HARRY; DICKER, JEREMY, PAUL
How much AUM does One Wealth Capital Management, LLC have?
One Wealth Capital Management, LLC reported $306.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns One Wealth Capital Management, LLC?
Disclosed owners and executives of One Wealth Capital Management, LLC include Herrera, Ericka, V, JEREMY P DICKER SOLE AND SEPARATE LIVING TRUST, HOOPIS, PETER, HARRY, DICKER, JEREMY, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.