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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| One One Wealth Management LLC
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|---|---|
| CRD # | 310906 |
| SEC # | 801-119677 |
| CIK # | 0001860132 |
| AUM | $270.9 M (2025-05-16) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 561-972-4913 |
| Address | 1061 E Indiantown Road Jupiter, FL 33477 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Igambit Inc | 4.8 | ||
| Apple Inc | 2.8 | ||
| J P Morgan Chase & Co | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 40.0 |
| (b) Individuals (high net worth individuals) | 84 | 223.0 |
| (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 | 3.6 |
| (h) Charitable organizations | 0 | 4.3 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 692 | 270.9 |
| By Discretionary | ||
| Discretionary | 658 | 255.5 |
| Non-Discretionary | 34 | 15.4 |
| Total | 692 | 270.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 270.8 | |
| Total | 692 | 270.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001860132] |
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