One Wealth Management Investment and Advisory Services, LLC
● SEC registered since 2022CRD 288030SEC# 801-125814Boca Raton, FL
Reg. AUM
$193.5M
Employees
5
Accounts
465
Location
Boca Raton, FL
One Wealth Management Investment and Advisory Services, LLC assets under management
One Wealth Management Investment and Advisory Services, LLC operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2022. It reports $193.5 million in regulatory assets under management and employs 5 people.
One Wealth Management Investment and Advisory Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ericka Vanessa Herrera Control | Cco | Under 5% | 2023 |
| Jordan Alan Linn Control | Principal, Member | Over 75% | 2024 |
| Vishail Singh Control | Chief Investment Officer | Under 5% | 2025 |
Frequently asked questions
How much does One Wealth Management Investment and Advisory Services, LLC manage?
One Wealth Management Investment and Advisory Services, LLC reports $193.5 million in regulatory assets under management on its Form ADV.
How many employees does One Wealth Management Investment and Advisory Services, LLC have?
One Wealth Management Investment and Advisory Services, LLC reports 5 employees.
Where is One Wealth Management Investment and Advisory Services, LLC located?
One Wealth Management Investment and Advisory Services, LLC is based in Boca Raton, FL and has been SEC-registered since 2022.
Does One Wealth Management Investment and Advisory Services, LLC disclose fund performance?
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.
Contact & registration
| Address | 1489 W Palmetto Park Road, Suite 500, Boca Raton, FL 33486 |
| Phone | (561) 289-8105 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$193.5M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$193.5Mregulatory AUM
Discretionary $183.1MNon-discretionary $10.4M