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ONE WEALTH INVESTORS
ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
CRD 288030 · SEC 801-125814
1489 W PALMETTO PARK ROAD, SUITE 500, BOCA RATON, FL, 33486, United States
Phone
(561) 289-8105
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.5M
Discretionary AUM
$183.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $15.0M |
| High net worth individuals | 54 | $149.6M |
| Pension/profit sharing plans | 14 | $14.5M |
| Corporations/business entities | 12 | $14.2M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD