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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DICKER, JEREMY, PAUL | I | FOUNDER, CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | FOUNDER, CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | CEO | NA | Control |
| DICKER, JEREMY, PAUL | I | FOUNDER, CEO | NA | Control |
| HERRERA, ERICKA, VANESSA | I | CCO | NA | |
| HERRERA, ERICKA, VANESSA | I | CCO | NA | |
| HOOPIS, PETER, H | I | PRESIDENT | NA | |
| HOOPIS, PETER, H | I | PRESIDENT | NA | |
| HOOPIS, PETER, H | I | PRESIDENT | NA | |
| HOOPIS, PETER, H | I | PRESIDENT | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| Herrera, Ericka, V | I | CCO | NA | |
| LINN, JORDAN, ALAN | I | PRINCIPAL | NA | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL | NA | Control |
| PAOLUCCI, TATIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAOLUCCI, TATIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAOLUCCI, TATIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAOLUCCI, TATIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAOLUCCI, TATIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| PAOLUCCI, TATIANA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SINGH, VISHAIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGH, VISHAIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGH, VISHAIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SINGH, VISHAIL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| VIOLA, SAMANTHA, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORDAN A. LINN REVOCABLE TRUST | DE | MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| LINN, JORDAN, ALAN | I | PRINCIPAL, MEMBER | E | Control |
| JEREMY P. DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | D | Control |
| JEREMY P. DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | D | Control |
| JEREMY P. DICKER SOLE AND SEPARATE LIVING TRUST | DE | MEMBER | D | Control |
| JORDAN A. LINN REVOCABLE TRUST | DE | MEMBER | D | Control |
| JORDAN A. LINN REVOCABLE TRUST | DE | MEMBER | D | Control |
| JORDAN A. LINN REVOCABLE TRUST | DE | MEMBER | D | Control |
| JORDAN A. LINN REVOCABLE TRUST | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DICKER, JEREMY, PAUL | I | JEREMY P. DICKER SOLE AND SEPARATE LIVING TRUST | F | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P. DICKER SOLE AND SEPARATE LIVING TRUST | F | Control |
| DICKER, JEREMY, PAUL | I | JEREMY P. DICKER SOLE AND SEPARATE LIVING TRUST | F | Control |
| LINN, JORDAN, ALAN | I | JORDAN A. LINN REVOCABLE TRUST | F | Control |
| LINN, JORDAN, ALAN | I | JORDAN A. LINN REVOCABLE TRUST | F | Control |
| LINN, JORDAN, ALAN | I | JORDAN A. LINN REVOCABLE TRUST | F | Control |
| LINN, JORDAN, ALAN | I | JORDAN A. LINN REVOCABLE TRUST | F | Control |
| LINN, JORDAN, ALAN | I | JORDAN A. LINN REVOCABLE TRUST | F | Control |
Registrations
Federal
IA
Oct 16, 2025 REGISTERED
Notice Filings (9)
AZ CA FL IL KS NH NY TX WA
Address
1489 W PALMETTO PARK ROADSUITE 500
BOCA RATON, FL 33486
United States
Phone: (561) 289-8105