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| Keyboard |
| One One Wealth Management LLC
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|---|---|
| CRD # | 310906 |
| SEC # | 801-119677 |
| CIK # | 0001860132 |
| AUM | 383.0 M (2026-02-10) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 561-972-4913 |
| Address | 1061 E Indiantown Road Jupiter, FL 33477 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Igambit Inc | 6.9 | ||
| Apple Inc | 5.9 | ||
| Barclays Bank PLC | 2.7 | ||
| Intel Corp | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 45.6 |
| (b) Individuals (high net worth individuals) | 106 | 322.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 9.1 |
| (h) Charitable organizations | 0 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 793 | 383.0 |
| By Discretionary | ||
| Discretionary | 757 | 349.4 |
| Non-Discretionary | 36 | 33.6 |
| Total | 793 | 383.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 382.9 | |
| Total | 793 | 383.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001860132] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 383.7 M |
|
Arcadia Wealth Management Inc
✚
|
NY | 383.6 M |
|
Cascades Capital Asset Management LLC
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|
NC | 383.3 M |
|
Keating Investment Counselors Inc
✚
|
FL | 383.1 M |
|
Capital Management LLC
✚
|
NC | 383.0 M |
|
Accent Capital Management LLC
✚
|
OH | 382.7 M |
|
Proctor Financial Inc
✚
|
MA | 382.3 M |
|
Red Tortoise LLC
✚
|
GA | 382.3 M |
|
Carter Financial Group Inc
✚
|
IL | 382.2 M |
|
Destiny Capital Corporation
✚
|
CO | 382.2 M |