ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES
MIAMI BEACH, Florida·3 registered advisors·CRD# 288030
SEC# 801-1258141(561) 289-8105
01

Firm Overview

AUM
$128M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC

3 registered advisors
Jordan Alan Linn
MIAMI BEACH, Florida
Samantha Anne Viola
MIAMI BEACH, Florida
Tatiana Paolucci
MIAMI BEACH, Florida
05

Office Locations

MIAMI BEACH, Florida
3 advisors

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Data sourced from SEC Form ADV filings. ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC (CRD# 288030) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.