One Wealth Management
One Wealth Management (CRD# 288030) is a financial advisory firm headquartered in Miami Beach, FL. They manage $343,775,050 in 714 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management344MILLION
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Total Number of Accounts714ACCOUNTS
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Average Account Value$481,478
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, IL, KS, NH, NY, TX, WA
Ericka Herrera (CRD# 6707329) is an Investment Advisor Representative working at One Wealth Management in Miami, FL and has over 6 years of experience in the finance industry.
Jordan Linn (CRD# 2664439) is an Investment Advisor Representative working at One Wealth Management in Miami Beach, FL and has over 24 years of experience in the finance industry.
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.