ONE WEALTH INVESTORS

Legal name: ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

CRD 288030File 801-125814

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$193.5M

Below cohort median (national)

Discretionary AUM

$183.1M

Non-discretionary $10.4M

Clients

138

465 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jun 3, 2022
Principal office: 1489 W PALMETTO PARK ROAD, SUITE 500, BOCA RATON, FL, 33486
Phone: (561) 289-8105
Website: https://onewealthinvestors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $193.5M
Discretionary AUM: $183.1M
Non-discretionary AUM: $10.4M
Discretionary accounts: 388
Non-discretionary accounts: 77
Total accounts: 465
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	12	$14.2M
Charitable organizations	Fewer than 5	$119K
High net worth individuals	54	$149.6M
Pension and profit sharing plans	14	$14.5M
Individuals (other than high net worth individuals)	58	$15.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11D1
Q11D2
Q11E1
Q11E2
Q11E4

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.