One Wealth Capital Management, Llc
- Regulatory AUM
- $307M
- Discretionary
- $307M
- Clients
- 261
- Avg AUM / client
- $1.2M
- Accounts
- 548
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 126 | $29.5M | 9.61% |
| High net worth individuals | 133 | $270M | 87.9% |
| Corporations and other businesses | 2 | $7.7M | 2.52% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hoopis, Peter, Harry | President, Cco | Apr 2024 (2y) | Less than 5% | |
| Jeremy Paul Dicker | Trustee | Apr 2024 (2y) | ≈ 56.25% – 100% via Jeremy P Dicker Sole And Separate Living Trust | |
| Ryan Cleary | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Thomas Andrew Hughes | Registered representative | May 2024 (2y) | ||
| Timothy Jerald Pearce | Registered representative | CFP | May 2024 (2y) | |
| Brandon Wells Tesar | Registered representative | Jul 2024 (2y) | ||
| Michael P Donoghue | Registered representative | CFA | Feb 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jeremy P Dicker Sole And Separate Living Trust | Member | Apr 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeremy Paul Dicker: 75% – 100% of Jeremy P Dicker Sole And Separate Living Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $306M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗