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| One Wealth Management Investment and Advisory Services LLC
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| CRD # | 288030 |
| SEC # | 801-125814 |
| CIK # | 0002009427 |
| AUM | 193.5 M (2026-03-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-289-8105 |
| Address | 1489 W Palmetto Park Road Boca Raton, FL 33486 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009427 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.8 | ||
| Nvidia Corp | 9.5 | ||
| Amazon Com Inc | 7.2 | ||
| Alphabet Inc | 5.7 | ||
| Microsoft Corp | 4.2 | ||
| Facebook Inc | 3.4 | ||
| Tesla Motors Inc | 2.7 | ||
| Alphabet Inc | 1.1 | ||
| Palo Alto Networks Inc | 1.1 | ||
| Advanced Micro Devices Inc | 1.0 | ||
| CrowdStrike Holdings Inc | 0.7 | ||
| Marvell Technology Inc | 0.6 | ||
| Palantir Technologies Inc | 0.6 | ||
| Seacoast Banking Corp of Florida | 0.5 | ||
| Vistra Energy Corp | 0.5 | ||
| Shopify Inc | 0.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 15.0 |
| (b) Individuals (high net worth individuals) | 54 | 149.6 |
| (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 | 14 | 14.5 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 12 | 14.2 |
| (n) Other | 0 | 0.0 |
| Total | 465 | 193.5 |
| By Discretionary | ||
| Discretionary | 388 | 183.1 |
| Non-Discretionary | 77 | 10.4 |
| Total | 465 | 193.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.5 | |
| Total | 465 | 193.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009427] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integrity Wealth Partners LLC
✚
|
CA | 193.9 M |
|
Emeth Value Capital LLC
✚
|
LA | 193.7 M |
|
MWS Capital Consultants LLC
✚
|
IL | 193.7 M |
|
D M Brenner Inc
✚
|
CA | 193.6 M |
|
Pine Haven Investment Counsel Inc
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193.4 M | |
|
Stonecreek Private Wealth LLC
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|
193.3 M | |
|
Retirement Plan Fiduciaries LLC
✚
|
193.3 M | |
|
Kastel Capital Advisors LLC
✚
|
MA | 193.3 M |
|
January Capital Advisors LLC
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|
CA | 193.2 M |
|
Hinchley Advisory Group LLC
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|
CO | 193.1 M |