Ryan Cleary
Financial advisor at One Wealth Capital Management, LLC
Last updated 2026-10-10
Claim your profileRyan Cleary is a financial advisor at One Wealth Capital Management, LLC, CRD 5710694. Licenses and exams on the registration: Series 63. IAPD registration began 2019-07-17.
Registration
- CRD number
- 5710694
- Registration status
- Active
- IAPD registration
- 2019-07-17
- Industry Experience
- 7 years
- Work Experience
- 13 years
- States registered
- AZ, KS, TX
Licenses and exams
- Series 63
Designations
- Chartered Financial Consultant
Work history
- 2012-12 to 2018-11 · MML Investors Services, LLC · Santa Monica, CA
- 2012-12 to 2018-11 · Mass Mutual Life Insurance Company · Santa Monica, CA
- 2018-12 to 2019-09 · Guardian Life Insurance Company of America · Santa Monica, CA
- 2018-12 to 2019-09 · Park Avenue Securities · Santa Monica, CA
- 2019-09 to 2022-09 · Guardian Life Insurance Compnay · Beverly Hills, CA
- 2019-09 to 2022-09 · Park Avenue Securities · Beverly Hills, CA
- 2022-10 to 2023-06 · Guardian Life Insurance Company of America · El Segundo, CA
- 2022-10 to 2023-06 · Park Avenue Securities · El Segundo, CA
- 2023-07 to 2024-07 · One Wealth Management Investment and Advisory Services, LLC · Miami Beach, FL
- 2024-04 to Present · One Wealth Capital Management, LLC · Phoenix, AZ
Current employment
- One Wealth Capital Management, LLC · Scottsdale, AZ
One Wealth Capital Management, LLC
- Regulatory AUM
- $306,795,078
- Registered advisors
- 5
- Offices
- 6
- Clients per advisor
- 52.2 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 51.0% (High)
One Wealth Capital Management, LLC: advisors, services and reported ETF investments
About
Ryan Cleary is a Chartered Financial Consultant financial advisor at One Wealth Capital Management, LLC. Reported securities licenses include Series 63. The latest record indicates 7 years of industry experience and 13 years of reported work history. Reported roles include One Wealth Management Investment and Advisory Services, LLC, Guardian Life Insurance Company of America, Park Avenue Securities, Guardian Life Insurance Compnay, among others.
SEC disclosures list additional business and community activities: 02/01/2023: $250/month /no hours spent during market hours; 01/01/26, total package nutrition, silent partner with wife, sale of nutritional supplement vitamins and electrolytes, no compensation received, 2 hours per week.
One Wealth Capital Management, LLC's firm-level Form ADV reports 5 advisors across 6 offices; approximately 52.2 clients per advisor, average assets per client of $1,175,460, and regulatory AUM of $306.8M; client categories including Individuals (non-HNW), High net worth individuals, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $176.1M across 60 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Cleary personally.
Reported ETF positions
One Wealth Capital Management reports 60 ETF positions worth $176.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $30.1M |
| MUB — iShares National Muni Bond ETF | $14.6M |
| IUSB — iShares Core Universal USD Bond ETF | $13.6M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.9M |
| IVW — iShares S&P 500 Growth ETF | $10.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
One Wealth Capital Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.9M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $2.8M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $2.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by One Wealth Capital Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 855-663-9584
- Website: onewealthmgmt.com
- Youtube
Official record
Are you Ryan Cleary?
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