# ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC of BOCA RATON, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 288030
- Type: SEC-registered investment adviser
- SEC file number: 801-125814
- Location: 1489 W PALMETTO PARK ROAD, SUITE 500, BOCA RATON, FL, 33486
- Phone: (561) 289-8105
- Latest filing: 2026-03-11
- Regulatory AUM: $193.5M
- Discretionary AUM: $183.1M
- Non-discretionary AUM: $10.4M
- Clients: 5
- Accounts: 465

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Ericka Vanessa Herrera | CCO | — |
| Jordan Alan Linn | PRINCIPAL, MEMBER | — |
| Vishail Singh | CHIEF INVESTMENT OFFICER | — |
| Ericka V Herrera | CCO | — |
| LINN JORDAN ALAN | PRINCIPAL; PRINCIPAL, MEMBER; TRUSTEE | — |
| VIOLA SAMANTHA ANNE | CHIEF COMPLIANCE OFFICER | — |
| PAOLUCCI TATIANA | CHIEF COMPLIANCE OFFICER | — |
| Herrera Ericka V | CCO | — |
| HOOPIS PETER H | PRESIDENT | — |
| DICKER JEREMY PAUL | CEO; FOUNDER, CEO; TRUSTEE | — |


## Disclosures (10)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288030/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288030/similar
- Related entities: https://search.stillhousedata.com/firm/288030/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288030

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.