One Wealth
Financial Services • 
Scottsdale, Arizona, United States • 11-20 Employees
Company overview
| Headquarters | 4900 N Scottsdale Rd, Suite 4900, Scottsdale, Arizona 85251, US |
| Phone number | +18556639584 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Insurance Planning, Succession Planning, Retirement Planning, Business Planning, Financial Planning, Estate Planning, Investment Management, Tax Management, Executive And Employee Benefits |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Key Contacts at One Wealth
Brandon Tesar
Director Of Investment Operations & Financial Planning
Brandi Howell
Director Of Technology
One Wealth Email Formats
One Wealth uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@onewealthmgmt.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@onewealthmgmt.com | 100% |
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 revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
One Wealth has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
One Wealth has never raised funding before.
One Wealth Tech Stack
Discover the technologies and tools that power One Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Hosting
Miscellaneous
Belgium
United Kingdom
Spain
Switzerland
AustraliaFrequently asked questions
4.8
40,000 users
