Data / Investment advisers / Arizona / One Wealth Capital Management, LLC
One Wealth Capital Management, LLC, Scottsdale, AZ: $307 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
One Wealth Capital Management, LLC is an SEC registered investment adviser with its main office in Scottsdale, Arizona and reports $307 million in regulatory assets under management in its Form ADV filed September 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 331395
- SEC file number
- 801-130300
- SEC status
- Approved, effective May 16, 2024
- Main office
- 4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251
- Phone
- (855) 663-9584
- Regulatory AUM
- $306,795,078 in the Form ADV filed September 24, 2026
- Discretionary AUM
- $306,795,078
- Accounts
- 548
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- September 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 133 | $269.6 million |
| Individuals (other than high net worth individuals) | 126 | $29.5 million |
| Corporations or other businesses | 2 | $7.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $306.8 million | January 20, 2026 |
| December 1, 2025 | $270.8 million | June 11, 2025 |
Other advisers in Scottsdale
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Buttonwood Capital Management (BCM) | Scottsdale | $380.8 million | Not listed | adviserinfo.sec.gov |
| Intelligent Capitalworks | Scottsdale | $376.6 million | Not listed | adviserinfo.sec.gov |
| Vigilare Wealth Management LLC | Scottsdale | $330.9 million | Not listed | adviserinfo.sec.gov |
| Zenith Wealth Advisors | Scottsdale | $328.3 million | Not listed | adviserinfo.sec.gov |
| Aim Capital | Scottsdale | $309.3 million | Not listed | adviserinfo.sec.gov |
| Stableford Capital LLC | Scottsdale | $305.3 million | Not listed | adviserinfo.sec.gov |
| Capital Wealth Alliance, LLC | Scottsdale | $300.3 million | Not listed | adviserinfo.sec.gov |
| Interwealth Management, LLC | Scottsdale | $298 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Scottsdale, AZ
- Investment advisers in Arizona
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- One Wealth Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.