One Wealth Advisors

EST. AUM
$1,252,463,357

CONTACTS
6

CLIENT ACCOUNTS
2,183

Firm Details

Metro area San Francisco
CRD Number 170910
Website onewealth.net
Client types

Overview

One Wealth Advisors is a fiduciary RIA based in San Francisco offering holistic investment advisory services to a variety of clients. The firm is led by Founders David Steele (CEO) and Jonathan Steele (CIO). Their portfolios primarily built using mutual funds, ETFs, independent investment managers and bonds, but can also include individual equities and alternatives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

One Wealth Advisors

Platform Details

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