Inactive

Elizabeth Anne Brotz

One Wealth Advisors, LLC

San Francisco, CA

CRD 7349198

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Employer firm

One Wealth Advisors, LLC CRD 170910

$1.25B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

One Wealth Advisors, Llc

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2026-03-10
CA	RA	APPROVED	2022-02-28

WI RA
APPROVED

Since 2026-03-10
CA RA
APPROVED

Since 2022-02-28

Branch Locations

Sheboygan, WI • United States

766 Valencia Street 2Nd Floor, San Francisco, CA 94110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
One Wealth Advisors, Llc	San Francisco	CA	01/2022	Present
Lorien Powers Studio Jewelry	Truckee	CA	10/2021	11/2021
Kmi	Reno	NV	08/2020	05/2021
Nox Boutique	Truckee	CA	07/2012	07/2020
Unemployed	Truckee	CA	06/2021	09/2021

01/2022 → Present

One Wealth Advisors, Llc

San Francisco, CA
10/2021 → 11/2021

Lorien Powers Studio Jewelry

Truckee, CA
08/2020 → 05/2021

Kmi

Reno, NV
07/2012 → 07/2020

Nox Boutique

Truckee, CA
06/2021 → 09/2021

Unemployed

Truckee, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-10-05

S65 Uniform Investment Adviser Law Examination

2021-10-05

Designations

Certified Financial Planner

View on SEC IAPD

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