ONE WEALTH ADVISORS, LLC

CRD

170910

SEC file #

801-79591

EIN

474980503

DBA names

—

Economics

AUM

$1.25B

AUM band

$1B+

AUM trajectory

'20 · $348.9M

'21 · $408.5M

'22 · $592.4M

'23 · $713.2M

'25 · $1.05B

'26 · $1.25B

'20'26

$348.9M → $1.25B▲ +259%

sec adv history

Client mix

Individuals High Net Worth	246
Individuals Other	160
Pension Profit Sharing Plans	28

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 7 advisors

'22 · 8 advisors

'23 · 9 advisors

'25 · 12 advisors

'26 · 11 advisors

'20'26

5 advisors → 11 advisors▲ +120%

sec adv history

Primary office

SAN FRANCISCO CA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitylow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/06/2026

ADV-W filed at

—

Website

onewealth.net

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

DAVID STEELE FAMILY LIVING TRUST

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

DAVID STEELE FAMILY LIVING TRUST

STEELE & VILLENA TRUST

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ONEWEALTH.NET

Rdap Domain Creation Date

2015-03-13T15:22:34Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001725297

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-02-14

Edgar Last Filing Date

2026-04-21

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-21

Accession0001951757-26-000677

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Fidelity	4
E*trade	4

adv brochure

Edgar Addresses

Mailing

766 VALENCIA STREET2ND FLOORSAN FRANCISCO, CA 94110

Business

766 VALENCIA STREET2ND FLOORSAN FRANCISCO, CA 94110

Edgar EIN

474980503

Edgar Recent Filings

13F-HR2026-04-21 · 0001951757-26-000677

13F-HR2026-02-02 · 0001951757-26-000328

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-25T11:59:59Z

Rdap Domain Last Changed

2025-11-19T19:01:24Z

Rdap Nameservers

Ns1.digitalocean.comNs2.digitalocean.comNs3.digitalocean.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate