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Building 2ONE WEALTH CAPITAL MANAGEMENT, LLC

Map pinSCOTTSDALE, AZ
Phone855-663-9584
NotebookSEC #801-130300
Total AUM
$306.8M
Employees
6
Clients
261

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4900 NORTH SCOTTSDALE ROAD
SUITE 4900
SCOTTSDALE
AZ 85251
United States
Operating Hours
9AM -5PM
Monday - Friday
Phone
855-663-9584
Other Offices
3

ReceiptFinancials

Total AUM
$306.8M
Accounts
548
Discretionary
$306.8M
Accounts
548
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
126
AUM
$29.5M
HNW Individual Clients
133
AUM
$269.6M
Corporation or Business Clients
2
AUM
$7.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AZCAFLILKSNHNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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