One Wealth Investors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 11, 2026, reports $193M in regulatory assets under management, 5 employees, and 465 accounts.
Assets Under Management
$193M
Employees
5
Offices
--
Total Clients
138
Primary office
BOCA RATON, FL
1489 W PALMETTO PARK ROAD, SUITE 500, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.0% of total clients.
Top client categories% of clientsClients
1
Individuals
42.0%
58
2
HNWI
39.1%
54
3
Pension Plans
10.1%
14
4
Corporations
8.7%
12
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$193Mas of March 11, 2026
Discretionary94.6%
$183M
95% of total RAUM94.6%
Non-discretionary5.4%
$10M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$193M
Total Accounts465
10Y AUM Change+$50M (+34.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee28:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.