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 registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm identifies as a capital allocator serving both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Client-facing services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its listed advisory activities. The firm does not report an active ESG investing program and indicates an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1
Ericka Herrera
Chief Compliance OfficerCRD 6707329
Contacts
3 of 3
Vishail 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 29Active vs passive
$40.6M in ETFs
99%
$40.2M
1%
$325K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $9.7M | 96,426 | 23.93% |
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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