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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Capital elementUnison +more
- Established Date
- 05-16-2024
- Office Locations
- 4
Office Locations
About ONE Wealth Capital Management, LLC
One Wealth MGMT (One Wealth Capital Management, LLC) is an SEC-registered RIA providing investment management and fee-based financial planning for private and corporate clients, including high-net-worth investors. Services span retirement, estate & succession, insurance, and business planning, with access to traditional and alternative investments. The firm maintains offices in Scottsdale, Chicago, and El Segundo.
Team overview
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Accredited Investors
Asset Classes
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CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JEREMY PAUL DICKER
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2706452
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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RYAN CLEARY
Advisor
- CRD
- #5710694
MICHAEL P DONOGHUE
--
- CRD
- #5166914
Pathway harbor
Pathway crest
- CRD
- #90453
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,795,078 | $559,845 |
| Non-Discretionary | $0 | -- |
| Total | $306,795,078 | $559,845 |
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Separately Managed Accounts
Total SMA Asset: $306,795,078
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $886,005,270 | 28.0% |
| Municipal Bonds | $677,161,171 | 21.4% |
| Corporate - Investment Grade | $1,294,200,556 | 40.9% |
| Public Funds | $306,937,540 | 9.7% |
| Total | $3,164,304,537 | 100.0% |