ONE WEALTH INVESTORS
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 288030
- Registered since
- June 3, 2022
- Website
- onewealthinvestors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.33%
- Individuals7.75%
- Pension & Profit Sharing Plans7.5%
- Corporations / Businesses7.36%
- Charitable Organizations0.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
One Wealth Investors is an independent, SEC-registered registered investment adviser that operates as a limited liability company and describes itself as a capital allocator for both individual/family and institutional clients. The firm offers fee models that include a percentage of assets under management as well as hourly and fixed-fee arrangements. Core advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of third‑party advisers. One Wealth Investors does not position itself as an ESG-focused manager and reports an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents24%
- State & Local Bonds3%
- Other3%
Owners & executives
1 of 1ERICKA HERRERA
Chief Compliance OfficerCRD 6707329
Contacts
3 of 3Vishail Singh
Investment AssociateCRD 5719556
Alec Musa
Financial PlannerCRD 8162641
JORDAN LINN
PrincipalCRD 2664439
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$28.8M in ETFs
98%
$28.3M
2%
$489K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $4.9M | 8,015 | 17.12% |
Location
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 1489 W Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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