One Wealth Partners Financial & Insurance Solutions Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

One Wealth Partners Financial & Insurance Solutions is a Santa Monica-based financial services firm that provides securities and investment advisory services through registered representatives of MML Investors Services, LLC. The firm grew from individual practices that prioritized consistent client service and disciplined planning, and was formed by founders Steve and Ed to pool their strengths into a collaborative advisory team. It works with other professionals to tailor solutions for families, employees, and businesses as circumstances evolve.

Its target clients include individuals, families, and business owners seeking long-term guidance to meet goals such as legacy creation and financial security. Securities and investment advisory services operate under the supervision of MML Investors Services; the firm is not a subsidiary or affiliate of MML Investors Services, and the supervisory address is Newport Beach, California.

Find One Wealth Partners Financial & Insurance Solutions employees' phone numbers or email addresses

One Wealth Partners Financial & Insurance Solutions Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Asia
1

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  • India
    1

One Wealth Partners Financial & Insurance Solutions's Leadership

  • Stylized image of a person
    J. M.
    Chief Financial Officer
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  • Stylized image of a person
    R. E. D.
    President
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  • Stylized image of a person
    J. L.
    Managing Director
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    J. R.
    Managing Principal
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  • Stylized image of a person
    P. H.
    Business Growth Advisor
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  • Stylized image of a person
    K. A.
    Private Wealth Associate
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One Wealth Partners Financial & Insurance Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from One Wealth Partners Financial & Insurance Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. E. D.
    President
    Phone icon
    United StatesFlorida
    Apr 16, 2026
  • Stylized image of a person
    J. M.
    Chief Financial Officer
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    Dec 15, 2025
  • Stylized image of a person
    J. L.
    Managing Director
    Phone icon
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    J. R.
    Managing Principal
    Phone icon
    United StatesNorth Carolina
    Oct 17, 2024
  • Stylized image of a person
    P. H.
    Business Growth Advisor
    Phone icon
    United StatesFlorida
    Jan 21, 2026
  • Stylized image of a person
    K. A.
    Private Wealth Associate
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    United StatesMissouri
    Jun 26, 2026

Frequently Asked Questions

What is One Wealth Partners Financial & Insurance Solutions known for?

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One Wealth Partners Financial & Insurance Solutions operates in the Financial Services industry. The company's main headquarters is located in 100 Wilshire Boulevard Suite 2010 Santa Monica, California 90401 United States. Explore One Wealth Partners Financial & Insurance Solutions's company overview page for more information.

What is One Wealth Partners Financial & Insurance Solutions's most common email format?

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One Wealth Partners Financial & Insurance Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Wealth Partners Financial & Insurance Solutions email formats with LeadIQ.

How many employees does One Wealth Partners Financial & Insurance Solutions have currently?

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One Wealth Partners Financial & Insurance Solutions has approximately 6 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are One Wealth Partners Financial & Insurance Solutions's key employees and leadership?

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As of June 2026, One Wealth Partners Financial & Insurance Solutions's key employees include:

  • Chief Financial Officer: J. M.
  • President: R. E. D.
  • Managing Director: J. L.
  • Managing Principal: J. R.
  • Business Growth Advisor: P. H.

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