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One Wealth Capital Management, LLC

CRD 331395  ·  Scottsdale, AZ  ·  $306.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
331395
SEC number
801-130300
Firm type
RIA
Assets under management
$306.8M as of Mar 30, 2026
Website
www.facebook.com/onewealthmgmt/timeline ↗
Phone
855-663-9584
Address
4900 North Scottsdale Road, Scottsdale, AZ, 85251

Advisors at this firm

6 in our index · page 1 of 1

  • Ryan ClearyCRD 5710694 · Overland Park, KS
    IA RegisteredRegistration inactive
  • Jeremy Paul DickerCRD 2706452 · Scottsdale, AZ
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Michael P DonoghueCRD 5166914 · Scottsdale, AZ
    IA Registered
  • Thomas Andrew HughesCRD 4798877 · Scottsdale, AZ
    IA RegisteredRegistration inactive
  • Timothy Jerald PearceCRD 6426093 · Chicago, IL
    IA RegisteredRegistration inactive
  • Brandon Wells TesarCRD 6126593 · El Segundo, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–6 of 6

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.