|
⚲
|
| One One Wealth Management LLC
✚
| |
|---|---|
| CRD # | 310906 |
| SEC # | 801-119677 |
| CIK # | 0001860132 |
| AUM | $246.0 MM (2024-03-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 561-972-4913 |
| Address | 1061 E Indiantown Road Jupiter, FL 33477 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 3.1 | |
| JPM | 340,169.2 | 1.9 | |
| MSFT | 1,918,222.4 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 145 | 43.4 |
| (b) Individuals (high net worth individuals) | 76 | 194.5 |
| (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 | 3.7 |
| (h) Charitable organizations | 0 | 4.4 |
| (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 | 667 | 246.0 |
| By Discretionary | ||
| Discretionary | 614 | 235.6 |
| Non-Discretionary | 53 | 10.4 |
| Total | 667 | 246.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.0 | |
| Total | 667 | 246.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001860132] |
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|---|---|---|
|
WIN Advisors Inc
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|
FL | 0.2 |
|
Carmel Capital Management LLC
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CA | 0.2 |
|
Sonoma West LLC
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|
Lifemark Securities Corp
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NY | 0.2 |
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Shum Financial Group Inc
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CA | 0.2 |
|
RWQ Financial Management Services Inc
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|
Anderson Financial Strategies LLC
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OH | 0.2 |
|
Heritage Asset Advisors Ltd LLP
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|
TX | 0.2 |
|
The Darrow Company Inc
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|
MA | 0.2 |
|
Pachira Investments Inc
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|
CA | 0.2 |