One Wealth Advisors Employee Directory

Q: What is One Wealth Advisors known for?

One Wealth Advisors was founded in 2015. One Wealth Advisors operates in the Financial Services industry.

Q: How many employees does One Wealth Advisors have currently?

One Wealth Advisors has approximately 13 employees.

Financial ServicesCalifornia, United States11-50 Employees

We pride ourselves on the deep relationships we build with our clients. We are dedicated to helping them identify and achieve their goals by providing simple, tailored financial solutions that consider all aspects of their lives at any given moment. As a testament, many of our clients have been with us for multiple generations.

Our clients do not want to get bogged down in the technical details of financial planning – they want a trusted team to take care of it for them. The advice and expertise we provide allows our clients to focus on living the lives they deserve. Improving their lives in this small yet meaningful way makes us feel as though we have made a difference in the world.

We recognize the impact we can have on the lives of our clients and we do not take this responsibility lightly. We worked our way through Wall Street and built One Wealth Advisors because we realized there was a better way. We serve the specific needs of our clients – not our own needs, and most certainly not those of a massive financial institution.

Find One Wealth Advisors employees' phone numbers or email addresses

One Wealth Advisors Global Highlights

North America
16

United States Of America
16

Asia
1

United Arab Emirates
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

One Wealth Advisors's Leadership

D. N.
Managing Partner + Cfo
Mobile Phone
Email
K. C.
Managing Partner
Mobile Phone
Email
J. V.
Vice-President
Mobile Phone
Email
F. M.
Director Of Financial Planning
Mobile Phone
Email
I. R.
Wealth Management Intern
Mobile Phone
Email
E. H.
Mobile Phone
Email

Contact profiles from One Wealth Advisors

Name

Title

Contact Info

Location

Last Update

D. N.
Managing Partner + Cfo
Mobile Phone
Email
United States
Nov 17, 2025
K. C.
Managing Partner
Mobile Phone
Email
United StatesBay
Nov 03, 2025
J. V.
Vice-President
Mobile Phone
Email
United Arab Emirates
Oct 17, 2024
F. M.
Director Of Financial Planning
Mobile Phone
Email
May 12, 2025
I. R.
Wealth Management Intern
Mobile Phone
Email
AustraliaVictoria
Sep 14, 2024
E. H.
Mobile Phone
Email
United Kingdom
Sep 05, 2024

Frequently Asked Questions

What is One Wealth Advisors known for?

One Wealth Advisors was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 766 Valencia Street, Second Floor; you can contact the main corporate office by phone at

+1-415-729-****

. Explore One Wealth Advisors's company overview page for more information.

What is One Wealth Advisors's most common email format?

One Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Wealth Advisors email formats with LeadIQ.

How many employees does One Wealth Advisors have currently?

One Wealth Advisors has approximately 13 employees as of December 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are One Wealth Advisors's key employees and leadership?

As of December 2025, One Wealth Advisors's key employees include:

Managing Partner + Cfo: D. N.
Managing Partner: K. C.
Vice-President: J. V.
Director Of Financial Planning: F. M.
Wealth Management Intern: I. R.

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