One Wealth
Financial Services
4900 N Scottsdale Rd
16 employees
- Employees
- 16
- Contacts
- 3
- Emails
- 3
- Phones
- 2
One Wealth Overview
- Headquarters
- 4900 N Scottsdale Rd
- Phone Number
- Available in AeroLeads
- Website
- onewealthmgmt.com
- Industry
- Financial Services
- Employees
- 16
- Founded
- 2012
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About One Wealth
The financial world can be overwhelming. That’s why we simplified strategies so you can focus on what matters. One Wealth provides solutions to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other high-net-worth individuals. Our seasoned advisors have the background and expertise to provide comprehensive, unbiased and highly customized solutions to complex financial issues in our clients’ professional and personal lives. As a team, we have combined our individual strengths to create a truly influential collective. We help our clients not only build their wealth but protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community. *** One Wealth Capital Management LLC. is a registered investment adviser. This platform is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advise in rendered by One Wealth Capital Management LLC. unless a client service agreement is in place. Third-party posts that appear on our social media sites have not been reviewed or approved by One Wealth Capital Management LLC. or its principals for completeness or accuracy. Additionally, it should be noted that the Information that has been posted by third parties does not necessarily reflect the views or opinions of its advisers. Some third-party posts may be reviews or testimonials. One Wealth Capital Management LLC. does not provide direct or indirect compensation for such reviews/testimonials. Reviews and testimonials may not be representative of the experience of other clients.
One Wealth Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 2
- 50.0% coverage
One Wealth Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Brandi Howell | Director of Technology at One Wealth Management | Santa Monica, California, United States |
Email
Phone
|
| Jeremy Dicker | Phoenix, Arizona, United States |
Email
Phone
|
|
| Brandon Tesar | Director of Investment Operations & Financial Planning at One Wealth. | Los Angeles Metropolitan Area, United States |
Email
|
| Gina Alarid | Administrative Assistant at Dicker Fitzpatrick Financial & Insurance Services | Pasadena, California, United States |
View
|
Employees by Management Level
Director
3 profiles
Individual contributor
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 3 | 3 | 1 |
| General | 1 | 1 | 1 |
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