This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ONE WEALTH CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 17, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Consultant

Exams

S63

First exam

Aug 17, 2010

First registration

Jul 17, 2019

Dual registered

no

Other names

RYAN TOMAS CLEARY

IAPD individual key

5710694

• Occurred

  Jul 30, 2024
  Advisor changed firm

  Ryan Cleary left One Wealth Investors for One Wealth Capital Management, Llc (registered 2024-05-24)

  Form ADVobserved 4 days ago
• Occurred

  Jun 30, 2023
  Advisor changed firm

  Ryan Cleary left Park Avenue Securities Llc for One Wealth Investors (registered 2023-07-11)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:207f302a-eee6-d765-6e1a-36de84d049c8

First observed

Jul 17, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.