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| Happy Holidays!! thanks for using AUM13F!! |
| One Wealth Management Investment and Advisory Services LLC
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| CRD # | 288030 |
| SEC # | 801-125814 |
| CIK # | 0002009427 |
| AUM | $153.2 M (2025-03-10) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 561-289-8105 |
| Address | 1200 N Federal Hwy Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009427 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 9.9 | ||
| Nvidia Corp | 8.6 | ||
| Amazon Com Inc | 6.8 | ||
| Microsoft Corp | 6.0 | ||
| Facebook Inc | 4.9 | ||
| Onespaworld Holdings Ltd | 4.5 | ||
| Alphabet Inc | 3.5 | ||
| Tesla Motors Inc | 1.8 | ||
| Seacoast Banking Corp of Florida | 1.0 | ||
| Zscaler Inc | 0.9 | ||
| Netflix Inc | 0.8 | ||
| Palo Alto Networks Inc | 0.7 | ||
| Alphabet Inc | 0.7 | ||
| Shopify Inc | 0.6 | ||
| CrowdStrike Holdings Inc | 0.6 | ||
| Palantir Technologies Inc | 0.6 | ||
| Advanced Micro Devices Inc | 0.4 | ||
| Salesforce Com Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 8.5 |
| (b) Individuals (high net worth individuals) | 77 | 127.5 |
| (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 | 7 | 14.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 153.2 |
| By Discretionary | ||
| Discretionary | 303 | 139.2 |
| Non-Discretionary | 7 | 14.0 |
| Total | 310 | 153.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 153.2 | |
| Total | 310 | 153.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009427] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Broadwater Capital Management LLC
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MA | 0.2 |
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Syntheticfi LLC
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CA | 0.2 |
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Lakeshore Capital Group Inc
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IL | 0.2 |
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McCulley Financial Group LLC
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IL | 0.2 |
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R F Lafferty & Co Inc
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NY | 0.2 |
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Wealth Advisors LLC
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OH | 0.2 |
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CornerStone Investment Advisors LLC
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CO | 0.2 |
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Daviman Financial LLC
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0.2 | |
|
OT Financial LLC
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OH | 0.2 |
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Investor Advisory Group LLC
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|
NC | 0.2 |