One Wealth Investors, FL — Investment Adviser | BuildTrust

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ONE WEALTH INVESTORS

Investment AdviceBOCA RATON, FL

Assets Under Management

$153.2M

Total AUM

Donut chart: Discretionary 139.2M, Non-Discretionary 14.0M
Category	Value
Discretionary	139.2M
Non-Discretionary	14.0M

Adviser Information

Field	Value
CRD Number	288030
SEC Number	801-125814
Street Address	1200 N FEDERAL HWY
Street Address 2	SUITE 300
Location	BOCA RATON, FL 33432
Country	United States
Phone	(561) 289-8105
Total Employees	5

Client Count by Type (127 Total)

Horizontal bar chart: High Net Worth Individual… 77, Individuals (other than H… 43, Pension/Profit Sharing Pl… 7
Category	Value
High Net Worth Individual…	77
Individuals (other than H…	43
Pension/Profit Sharing Pl…	7