ONE WEALTH CAPITAL MANAGEMENT, LLC
Tel: 855-663-9584 4900 North Scottsdale Road Suite 4900 Scottsdale, Arizona 85251
About ONE WEALTH CAPITAL MANAGEMENT, LLC
ONE WEALTH CAPITAL MANAGEMENT, LLC is a Scottsdale, Arizona based financial advisory firm with nearly $270,773,625 in assets under management and provides investment advisory services for 532 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
331395
Firm SEC#:
801-130300
Assets Under Management:
$270,773,625
No. of Clients:
532
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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