# One Wealth Investors

> One Wealth Investors is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 288030
- Filed as: ONE WEALTH INVESTORS
- Legal name: One Wealth Management Investment and Advisory Services, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288030
- AdvisorCensus page: https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030

## Quick answers

**How is One Wealth Investors compensated?**
On its Form ADV (Item 5.E, October 2026), One Wealth Investors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does One Wealth Investors charge?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.4% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is One Wealth Investors located?**
One Wealth Investors' principal office is in Boca Raton, FL, according to its Form ADV.

**Is One Wealth Investors registered with the SEC or a state?**
One Wealth Investors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288030.

**How much does One Wealth Investors manage?**
One Wealth Investors reports $193,499,450 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (95% discretionary).

**How have One Wealth Investors' assets and staff changed since 2022?**
In the Form ADV data for One Wealth Investors: Regulatory assets under management: $143,687,144 in the October 2022 data and $193,499,450 in the October 2026 data, up 35%. Total employees: 6 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does One Wealth Investors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (58); high net worth individuals (54); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does One Wealth Investors use?**
One Wealth Investors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does One Wealth Investors report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.E(1) (self-regulatory organization's finding of a false statement or omission), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288030

**Does One Wealth Investors state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "The minimum account value required to open and maintain an account with Adviser is $1,000,000, subject to negotiation."

**What changed in One Wealth Investors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $153,167,185 to $193,499,450 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: 0.4% to 1.5% a year (a range, as the brochure states it)

> For asset management services, Adviser charges an annual fee between 0.40% and 1.50%.

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum account value required to open and maintain an account with Adviser is $1,000,000, subject to negotiation.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $193,499,450
- Discretionary: $183,107,520
- Non-discretionary: $10,391,930

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 58 | $15,001,605 |
| High net worth individuals | 54 | $149,624,228 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $14,516,186 |
| Charitable organizations | Fewer than 5 | $119,134 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 12 | $14,238,297 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.E(4): Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288030

### Websites listed on Form ADV (Item 1.I)
- onewealthinvestors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $143,687,144 | 6 | July 25, 2022 |
| October 2023 | $104,496,028 | 8 | August 28, 2023 |
| October 2024 | $127,818,787 | 5 | September 10, 2024 |
| October 2025 | $153,167,185 | 5 | March 10, 2025 |
| October 2026 | $193,499,450 | 5 | March 11, 2026 |

Regulatory assets under management: $143,687,144 in the October 2022 data and $193,499,450 in the October 2026 data, up 35%.
Total employees: 6 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $153,167,185 to $193,499,450 (+26%).

### December 2025
- Employees performing advisory functions went from 3 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. One Wealth Investors (CRD 288030): Form ADV filing data as of October 2026.