One Wealth Management Investment & Advisory Services, LLC info
One Wealth Management Investment & Advisory Services, LLC (SEC CIK 2009427) first filed with the SEC on 2024-01-25 (Form 13F-HR) and has filed 14 times since, including 11 Form 13F-HR quarterly holdings reports. It is organized in FL and registered at 1489 W PALMETTO PARK RD, SUITE 500, BOCA RATON, FL, 33486.
- Name: Value One Wealth Management Investment & Advisory Services, LLC.
- SEC CIK: Value 2009427.
- State of organization: Value FL.
- Business address: Value 1489 W PALMETTO PARK RD, SUITE 500, BOCA RATON, FL, 33486.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | One Wealth Management Investment & Advisory Services, LLC |
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| SEC CIK | 2009427 |
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| State of organization | FL |
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| Business address | 1489 W PALMETTO PARK RD, SUITE 500, BOCA RATON, FL, 33486 |
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| Mailing address | 1489 W PALMETTO PARK RD, SUITE 500, BOCA RATON, FL, 33486 |
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| Phone | (561) 289-8105 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2024-01-25 (Form 13F-HR) |
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| Latest SEC filing | 2026-07-13 (Form N-PX) |
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| Filings on EDGAR | 14 |
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| First Form 13F-HR | 2024-01-25 (quarter ended 2023-12-31) |
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| Latest Form 13F-HR | 2026-07-13 (quarter ended 2026-06-30) |
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| Form 13F-HR filings | 11 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2026 | 4 | 3 |
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| 2025 | 5 | 4 |
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| 2024 | 5 | 4 |
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