CEO, CCO · One Wealth Capital Management, LLC
Jeremy P. Dicker
CRD 2706452 · Named on Form ADV at one SEC-registered adviser
At a glance
One Wealth Capital Management, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $307 million in regulatory assets, lists Jeremy P. Dicker on its Form ADV as CEO, CCO, a control person.
Firms and roles
- One Wealth Capital Management, LLCCEO, CCOWealth manager · Scottsdale, AZ · $307M in regulatory assets
AtlasMembers
Jeremy’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.