Frank Laurence Mannino

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
OR	RA	APPROVED	2026-03-10
CA	RA	APPROVED	2018-09-24
PA	RA	APPROVED	2018-09-24

OR RA
APPROVED

Since 2026-03-10
CA RA
APPROVED

Since 2018-09-24
PA RA
APPROVED

Since 2018-09-24

Branch Locations

Philadelphia, PA • 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	07/2018	Present
Multicultural Academy Charter School	Philadelphia	PA	09/2008	07/2018

07/2018 → Present

One Wealth Advisors, Llc

San Francisco, CA
09/2008 → 07/2018

Multicultural Academy Charter School

Philadelphia, PA

Other Businesses

OWA INSURANCE SERVICES, LLC; NO; PHILADELPHIA, PA; INSURANCE AGENCY; INSURANCE AGENT; 2018; INSURANCE AGENT; 20 HRS/MNTH; 20 HRS/MNTH DURING TRADING HOURS; OVERSEE AND PLACE SALE OF COMMISSIONABLE PRODUCTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-09-24
S63	Uniform Securities Agent State Law Examination	1992-03-03

S65 Uniform Investment Adviser Law Examination

2018-09-24
S63 Uniform Securities Agent State Law Examination

1992-03-03

Designations

Certified Financial Planner

View on SEC IAPD