ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC of BOCA RATON, FL is an SEC-registered investment adviser (CRD 288030). Regulatory assets under management: $193.5M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| 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 | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |