One Wealth Management

One Wealth Management (CRD# 288030) is a financial advisory firm headquartered in Miami Beach, FL. They manage $104,496,028 in 317 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1111 Lincoln Rd., Suite 500, Miami Beach, FL 33139
https://www.instagram.com/onewealthmgmt/
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    317
    ACCOUNTS
  • Average Account Value
    $329,640
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, KS, NH, NY, TX, WA

Financial Advisors at One Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Ericka Herrera, financial advisor Miami FL
Ericka V. Herrera
CRD#: 6707329
1111 Lincoln Rd., Suite 500, Miami, FL 33139

Ericka Herrera (CRD# 6707329) is an Investment Advisor Representative working at One Wealth Management in Miami, FL and has over 5 years of experience in the finance industry.

2
Jordan Linn, financial advisor Miami Beach FL
Jordan A. Linn
CRD#: 2664439
1111 Lincoln Road, Suite 500, Miami Beach, FL 33139

Jordan Linn (CRD# 2664439) is an Investment Advisor Representative working at One Wealth Management in Miami Beach, FL and has over 23 years of experience in the finance industry.

3
Thomas Hughes, financial advisor Phoenix AZ
Thomas A. Hughes
CRD#: 4798877
Phoenix, AZ

Thomas Hughes (CRD# 4798877) is an Investment Advisor Representative working at One Wealth Management in Phoenix, AZ and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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