All One Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,469,583
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
88
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
Very HighAverage account size
$505,336
About
All One Wealth LLC serves individual and high‑net‑worth clients and also advises pension and profit‑sharing plans as well as other business or institutional clients. The firm provides comprehensive portfolio management and financial planning or consulting, together with retirement plan consulting for employer plan sponsors.
The firm manages client portfolios on a discretionary basis with ongoing monitoring and rebalancing and employs a mix of fundamental, technical, quantitative and ESG analysis alongside asset‑allocation strategies; it also discloses use of options, margin and a limited set of cryptocurrencies that meet its Digital Asset Framework. Retirement plan consulting work includes developing investment policy statements, evaluating investment menus, constructing allocation models, monitoring investments and providing participant education, and the firm periodically offers impersonal seminars on retirement, estate and charitable planning.
Compared with many independent advisers, the firm’s client mix and service set are notable for including pension and other institutional or charitable organization clients and for providing employer plan fiduciary consulting and participant education. The adviser also reports an affiliated automated investment advisor platform in development and manages roughly $45.7 million in discretionary assets across about 88 client relationships.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Concentrated stock management
Fee options
$0 - $20,000: 2.00% $20,001 - $100,000: 1.95% $100,001 - $300,000: 1.85% $300,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.65% $1,000,001 - $2,500,000: 1.55% $2,500,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.75% $20,000,001+: Negotiable
Main office location
All One Wealth, LLC
Camarillo CA, United States
Number of offices
1
Most active in
All One Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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