Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > boca raton > ONE WEALTH INVESTORS
ONE WEALTH INVESTORS
1200 N Federal Hwy
Suite 300
Boca Raton, Florida 33432
Tel: (561) 289-8105
About ONE WEALTH INVESTORS
ONE WEALTH INVESTORS, formally registered with the SEC as ONE WEALTH INVESTORS. The firm was established in 06/03/2022. They have over 1 offices throughout the country.
ONE WEALTH INVESTORS is a Boca Raton, Florida based Financial Planning firm with nearly $153,167,185 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288030 |
| SEC# | 801-125814 |
| Assets Managed by Firm | $153,167,185 |
| No. of Clients | 310 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 310 | $153,167,185 |
| Individuals (other than high net worth individuals) | 43 | $8,461,772 |
| High net worth individuals | 77 | $127,543,611 |
| Pension and profit sharing plans | 7 | $14,013,350 |
| Corporations or other businesses | Fewer than 5 clients | $3,148,452 |
More Retirement Planning firms in Boca Raton, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Boca Raton, Florida