One Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

329

Total plan assets

$11.7M

Filings (rows)

Direct comp

$47K

Indirect comp

Showing only "ONE WEALTH MANAGEMENT"

View all 2 variants aggregated →

ONE WEALTH CAPITAL2 ONE WEALTH MANAGEMENT2

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Opentech Alliance, Inc. Opentech Alliance 401(k) Profit Sharing Plan · all filings	PHOENIX, AZ	Advisor / Consultant	166	$6.8M	$27K	$0
Opentech Alliance, Inc. Opentech Alliance 401(k) Profit Sharing Plan · all filings	PHOENIX, AZ	Advisor / Consultant	163	$4.9M	$20K	$0