Welcome to One Wealth, where we help create greater peace-of-mind. We seek to actively manage risk, in both the stock and bond markets, to help protect our clients from the uncertain and ever-changing market environment. We are committed to providing our clients with personalized quality service. We are a full-service financial firm and provide many of our services through our broker/dealer. We help clients pursue their financial goal and with financial guidance we believe you will be able to identify your goals and make sound decisions to help reach them. We provide investment insight and objective advice with recommendations customized to your unique financial situation. We are experienced, fully registered professionals that are well educated in today's wealth management issues and opportunities. You will get to know us as financial coaches that help guide you to where you want to go.
| Website | http://www.onewealth4me.com |
| Revenue | $5 million |
| Employees | View employees |
| Address | 6600 Westown Pkwy Ste 165, West Des Moines, Iowa 50266, US |
| Phone | (515) 223-1004 |
| Industry | Finance General, Finance |
| Competitors | Fidelity Investments, Vanguard, Personal Capital, Betterment, Merrill Edge, Acorns, Stash, Ellevest, Wealthfront, Schwab Advisor Services +36 more (view full list) |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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One Wealth Questions
The One Wealth annual revenue was $5 million in 2026.
One Wealth is based in West Des Moines, Iowa.
The NAICS codes for One Wealth are [52393, 52, 5239, 523].
The SIC codes for One Wealth are [628, 62].
