• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Tessa Jo Sternberg
CRD#: 7883877
IA
Investment Adviser
ONE WEALTH ADVISORS, LLCCRD#: 170910 766 VALENCIA STREET
2ND FLOOR
SAN FRANCISCO, CA 94110
Registration History
AprJulOct2024AprJulOct2025AprJulOct2026IAONE WEALTH ADVISORS, LLC (CRD# 170910)2024 - Present (<1 year)
License(s)

State Registrations

IA
California 3/27/2024

Current Registration(s)
IA
ONE WEALTH ADVISORS, LLC (CRD#:170910)
766 VALENCIA STREET 2ND FLOOR, SAN FRANCISCO, CA 94110
Registered with this firm since 3/27/2024

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.