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One Wealth Capital Management, LLC CRD 331395
$307M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-07-01 |
Branch Locations
222 N Pacific Coast Hwy 10Th Floor, El Segundo, CA 90245 • United States
4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Santa Monica | CA | 05/2012 | 12/2018 |
| Mml Investors Services Llc | Santa Monica | CA | 10/2012 | 12/2018 |
| Self Employed, Entertainment | New York/Chicago/Los Angeles | CA | 01/2000 | Present |
| Yummy Bartenders | Los Angeles | CA | 11/2011 | 12/2018 |
| One Wealth Management | Santa Monica | CA | 04/2016 | 06/2023 |
| Guardian Life Insurance Company | Santa Monica | CA | 12/2018 | 09/2019 |
| Park Avenue Securities | Santa Monica | CA | 12/2018 | 09/2019 |
| Guardian Life Insurance Company | Beverly Hills | CA | 09/2019 | 09/2022 |
| Park Avenue Securities | Beverly Hills | CA | 09/2019 | 09/2022 |
| Guardian Life Insurance Company | El Segundo | CA | 10/2022 | 06/2023 |
| Park Avenue Securities | El Segundo | CA | 10/2022 | 06/2023 |
| One Wealth Management Investment And Advisory Services, Llc | Miami Beach | FL | 07/2023 | 07/2024 |
| One Wealth Capital Management, Llc | Miami | FL | 04/2024 | Present |
Entertainment Professional Freelance actor/writer/director/producer Start: 01/01/2000 Address: 23025 Hamlin St. West Hills, CA 90401 1 non bus hr per month Not investment related Brandon Tesar investment-related private residence in West Hills, CA insurance sales Licensed Insurance Agent 4/3/2012 1 hour per month 0 hours during trading Work with insurance ledgers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-10 |
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