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ONE WEALTH INVESTORS

BOCA RATON, FL · CRD 288030 · IAPD ↗ · onewealthinvestors.com · (561) 289-8105

$193.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
1States
5Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — ONE WEALTH INVESTORS reported RAUM up 26% ($153.2M -> $193.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
March 2025 — ONE WEALTH INVESTORS changed its website from investmentadvisoryservices.com to onewealthinvestors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
March 2025 — ONE WEALTH INVESTORS moved its main office from MIAMI BEACH, FL to BOCA RATON, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
March 2025 — ONEWEALTH is now doing business as ONE WEALTH INVESTORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
25
October 2024 — ONEWEALTH changed its website from onewealthmgmt.com to investmentadvisoryservices.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
October 2024 — ONEWEALTH reported RAUM down 63% ($343.8M -> $127.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
October 2024 — ONEWEALTH shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
October 2024 — ONE WEALTH MANAGEMENT is now doing business as ONEWEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
53
April 2024 — ONE WEALTH MANAGEMENT shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
68
April 2024 — ONE WEALTH MANAGEMENT now reports custody of client assets ($176.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2024 — ONE WEALTH MANAGEMENT reported RAUM up 229% ($104.5M -> $343.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.