Founder and Chief Executive Officer · One Wealth Advisors, LLC
David G. Steele
CRD 2147896 · Named on Form ADV at one SEC-registered adviser
At a glance
One Wealth Advisors, LLC, an SEC-registered wealth manager based in SAN Francisco, CA with $1.3 billion in regulatory assets, lists David G. Steele on its Form ADV as Founder and Chief Executive Officer, a control person.
Firms and roles
- One Wealth Advisors, LLCFounder and Chief Executive OfficerWealth manager · SAN Francisco, CA · $1.3B in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jonathan E. SteeleFounder and Chief Investment Officer, One Wealth Advisors, LLC
- Kevin M. CohenManaging Partner and Chief Compliance Officer, One Wealth Advisors, LLC
- Alexander J. SchmitzManaging Partner and Chief Revenue Officer, One Wealth Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.