One Wealth Advisors, LLC

CRD 170910 · San Francisco, CA · $1.3B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 170910
SEC number: 801-79591
Firm type: RIA
Assets under management: $1.3B as of Mar 6, 2026
Website: www.onewealth.net ↗
Phone: (415) 729-1770
Address: 766 Valencia Street, San Francisco, CA, 94110

Advisors at this firm

10 in our index · page 1 of 1

Karime Azar WabiCRD 7181849 · San Francisco, CA

IA Registered
Elizabeth Anne BrotzCRD 7349198 · Sheboygan, WI

IA Registered
Kevin Michael CohenCRD 2614998 · San Francisco, CA

IA Registered
Eleanor Ann HallCRD 7690650 · San Francisco, CA

IA Registered
Frank Laurence ManninoCRD 2213757 · Philadelphia, PA

IA Registered
David Paul NeeveCRD 4532945 · San Francisco, CA

IA RegisteredRegistration inactive
Alexander James SchmitzCRD 5038376 · San Francisco, CA

IA Registered
David Gerald SteeleCRD 2147896 · San Francisco, CA

IA Registered
Jonathan Edward SteeleCRD 3051023 · San Francisco, CA

IA Registered
Tessa Jo SternbergCRD 7883877 · San Francisco, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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