One Wealth

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2330 Scenic Hwy S Ste 354, Snellville, G...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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1
1
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1

About One Wealth

OneWealth, LLC is an independent financial advisory firm offering fee-only financial advice and planning services. The company provides a range of financial services including investment management, capital management, property management, accounting and tax services, risk management, and mortgage solutions. Their innovative approach includes online scheduling for client meetings and a secure client portal for seamless communication and management. OneWealth, LLC caters to all clients seeking expert navigation for their financial journeys.Explore more
One Wealth's Social MediaPopular SearchesOne Wealth LLCOneWealth LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

One Wealth

<$5M
1-10
Private
-
2010
N/A
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
EM
Eileen MagnoRegistered Representative
<$5M
1-10
Private
-
-
OP
Olivia PapaFinancial Professional
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

One Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

One Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about One Wealth.

One Wealth Tech Stack

A closer look at the technologies used by One Wealth

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Frequently Asked Questions Regarding One Wealth

What is One Wealth's official website?
One Wealth's official website is www.onewealthllc.com
What is One Wealth's Revenue?
One Wealth's revenue is <$5 Million
What is One Wealth's SIC code?
One Wealth's SIC: 62,628
What is One Wealth's NAICS code?
One Wealth's NAICS: 52,523
How many employees does One Wealth have?
One Wealth has 1-10 employees
What industry does One Wealth belong to?
One Wealth is in the industry of: Finance, Securities Trading
What is One Wealth competition?
One Wealth top competitors include: Fountainhead Wealth, Pillar Wealth Management, Radnor Financial Advisors, H Papa & Associates
What technology does One Wealth use?
Some of the popular technologies that One Wealth uses are: GoCentral, YouTube, Microsoft 365, Vimeo
What does One Wealth do?

OneWealth, LLC is an independent financial advisory firm offering fee-only financial advice and planning services. The company provides a range of financial services including investment management, capital management, property management, accounting and tax services, risk management, and mortgage solutions. Their innovative approach includes onlin... e scheduling for client meetings and a secure client portal for seamless communication and management. OneWealth, LLC caters to all clients seeking expert navigation for their financial journeys.Read More

What are One Wealth social media links?
One Wealth Linkedin page One Wealth Twitter page One Wealth Facebook page
Is One Wealth a public company?
One Wealth is private company therefore does not currently have an official ticker symbol
See more information about One Wealth

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