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).

By the Numbers
  • Total Assets Under Management
    344
    MILLION
  • Total Number of Accounts
    714
    ACCOUNTS
  • Average Account Value
    $481,478
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
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 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 6 years of experience in the finance industry.

2
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 24 years of experience in the finance industry.

3
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.

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