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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-01-2014
- Office Locations
- 3
Office Locations
About ONE Wealth Advisors, LLC
One Wealth Advisors is an independent, fiduciary RIA providing tailored financial planning, wealth planning, and discretionary portfolio management for individuals and families, including entrepreneurs. The firm emphasizes relationship-led advice and aims to keep planning simple for clients while coordinating areas like tax, estate, insurance, retirement, and charitable strategies. Portfolios are implemented primarily with ETFs, alongside municipal bonds and select alternatives, and the firm custody relationship includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN MICHAEL COHEN
Chief Compliance Officer, Managing Partner, Wealth Advisor
- CRD
- #2614998
- Ownership
- 5% but less than 10%
ALEXANDER JAMES SCHMITZ
CHIEF REVENUE OFFICER, Managing Partner, Wealth Advisor
- CRD
- #5038376
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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KARIME AZAR WABI
Senior Financial Planning and Investments Associate
- CRD
- #7181849
Elizabeth Anne Brotz
Client Service Associate
- CRD
- #7349198
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,252,463,357 | $573,735 |
| Non-Discretionary | $0 | -- |
| Total | $1,252,463,357 | $573,735 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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