ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC
Legal name: ONE WEALTH INVESTORS
CRD #288030 SEC #801-125814 BOCA RATON, FL (561) 289-8105
SEC Registered Disclosures
Total AUM
$153.2M
Discretionary
$139.2M
Employees
6
Clients
0
Accounts
310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $153.2M | $139.2M | $14M | 6 | 0 |
| Mar 2025 | $153.2M | $139.2M | $14M | 5 | 0 |
| Mar 2025 | $153.2M | $139.2M | $14M | 5 | 0 |
| Mar 2025 | $153.2M | $139.2M | $14M | 5 | 0 |
| Sep 2024 | $127.8M | $113.8M | $14M | 5 | 0 |
| Sep 2024 | $127.8M | $113.8M | $14M | 5 | 0 |
| Mar 2024 | $343.8M | $321.5M | $22.3M | 10 | 0 |
| Jan 2024 | $104.5M | $102.4M | $2.1M | 9 | 0 |
| Jan 2024 | $104.5M | $102.4M | $2.1M | 9 | 0 |
| Oct 2023 | $104.5M | $102.4M | $2.1M | 9 | 0 |
| Aug 2023 | $104.5M | $102.4M | $2.1M | 8 | 0 |
| Jul 2023 | $104.5M | $102.4M | $2.1M | 8 | 0 |
| Jun 2023 | $104.5M | $102.4M | $2.1M | 3 | 0 |
| May 2023 | $104.5M | $102.4M | $2.1M | 3 | 0 |
| Mar 2023 | $104.5M | $102.4M | $2.1M | 3 | 0 |
| Jul 2022 | $143.7M | $130.5M | $13.1M | 6 | 0 |
| Jun 2022 | $143.7M | $130.5M | $13.1M | 6 | 0 |
| May 2022 | $143.7M | $130.5M | $13.1M | 6 | 0 |
DateOct 2025
Total AUM$153.2M
Discretionary$139.2M
Non-Disc.$14M
Employees6
Clients0
DateMar 2025
Total AUM$153.2M
Discretionary$139.2M
Non-Disc.$14M
Employees5
Clients0
DateMar 2025
Total AUM$153.2M
Discretionary$139.2M
Non-Disc.$14M
Employees5
Clients0
DateMar 2025
Total AUM$153.2M
Discretionary$139.2M
Non-Disc.$14M
Employees5
Clients0
DateSep 2024
Total AUM$127.8M
Discretionary$113.8M
Non-Disc.$14M
Employees5
Clients0
DateSep 2024
Total AUM$127.8M
Discretionary$113.8M
Non-Disc.$14M
Employees5
Clients0
DateMar 2024
Total AUM$343.8M
Discretionary$321.5M
Non-Disc.$22.3M
Employees10
Clients0
DateJan 2024
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees9
Clients0
DateJan 2024
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees9
Clients0
DateOct 2023
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees9
Clients0
DateAug 2023
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees8
Clients0
DateJul 2023
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees8
Clients0
DateJun 2023
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees3
Clients0
DateMay 2023
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees3
Clients0
DateMar 2023
Total AUM$104.5M
Discretionary$102.4M
Non-Disc.$2.1M
Employees3
Clients0
DateJul 2022
Total AUM$143.7M
Discretionary$130.5M
Non-Disc.$13.1M
Employees6
Clients0
DateJun 2022
Total AUM$143.7M
Discretionary$130.5M
Non-Disc.$13.1M
Employees6
Clients0
DateMay 2022
Total AUM$143.7M
Discretionary$130.5M
Non-Disc.$13.1M
Employees6
Clients0