ONE WEALTH CAPITAL

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served2Rank #10314 of mapped providers

Assets under administration$9.0B0.0%Market share · rank #1772

Fees received$15,275Median $7,638/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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