| Name | Title | Ownership | Since |
|---|---|---|---|
| Ericka V Herrera | Cco | Under 5% | 2023 |
| Jordan Alan Linn Control | Principal, Member | Over 75% | 2024 |
| Vishail Singh Control | Chief Investment Officer | Under 5% | 2025 |
One Wealth Management Investment and Advisory Services, LLC reports $153.2 million in regulatory assets under management on its Form ADV.
One Wealth Management Investment and Advisory Services, LLC reports 5 employees.
One Wealth Management Investment and Advisory Services, LLC is based in Boca Raton, FL and has been SEC-registered since 2022.
One Wealth Management Investment and Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1200 N Federal Hwy, Suite 300, Boca Raton, FL 33432 |
| Phone | (561) 289-8105 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $139.2M |
| Non-discretionary | $14M |
| Total (RAUM) | $153.2M |