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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ONE WEALTH INVESTORS

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC, CRD 288030

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e94c60be-ec79-8316-68ab-33128d44dcd6

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 17
Dated events: 17
On other graphs: 0
Observed: May 6, 2022 to Mar 11, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $193MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $183M
Private client RAUM: $165MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $48.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 465
Individual clients: 58
High net worth clients: 54
Custody, client assets: $27.3M
SEC number: 801-125814
CRD: 288030
Filings on the tape: 18
First filed: May 6, 2022
Latest filed: Mar 11, 2026
Organised: Limited Liability Company, FL
Website: onewealthinvestors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JORDAN ALAN LINN	n/a	BOCA RATON, FL	8	26	2	no
ERICKA VANESSA HERRERA	n/a	BOCA RATON, FL	5	10	1	no
Vishail Singh	n/a	BOCA RATON, FL	1	10	1	no
Alec Marc Musa	n/a	BOCA RATON, FL	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JORDAN A. LINN REVOCABLE TRUST	Member	E	yes	01/2024	Jan 9, 2024	Sep 10, 2024
LINN, JORDAN, ALAN	Trustee	F	yes	10/2023	May 6, 2022	Sep 10, 2024
LINN, JORDAN, ALAN	Principal	Na	yes	07/2024	May 6, 2022	Sep 10, 2024
Herrera, Ericka, V	Cco	Na	no	08/2023	Aug 28, 2023	Sep 10, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ONE WEALTH INSURANCE BROKERAGE SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
BOCA RATON	FL	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$193M	$183M	5	4	0	n/a	n/a
2024	Mar 10, 2025	$153M	$139M	5	3	0	n/a	n/a
2023	Mar 22, 2024	$344M	$322M	10	6	8	n/a	n/a
2022	Mar 14, 2023	$104M	$102M	3	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$193M	$153M	26.3%	$104M	22.8%	5	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ONE WEALTH CAPITAL MANAGEMENT, LLC	2	Jul 30, 2024	May 24, 2024	PHOENIX, AZ	Team lift out	RIA to RIA	28.6%
ONE WEALTH CAPITAL MANAGEMENT, LLC	2	Jul 30, 2024	Jul 1, 2024	EL SEGUNDO, CA	Team lift out	RIA to RIA	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PARK AVENUE SECURITIES LLC	2	Jun 30, 2023	Jul 12, 2023	EL SEGUNDO, CA	Team lift out	Ibd to RIA	0.1%

Relationships

Affiliated with (1)

← ONE WEALTH CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (9)

← Alec Marc MusaAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Vishail SinghAdvisorregistration: current employment
Mar 7, 2025 to presentfactForm ADV
← ERICKA VANESSA HERRERAAdvisorregistration: previous registration
Apr 24, 2018 to Jul 7, 2020factForm ADV
← JORDAN ALAN LINNAdvisorregistration: current employment
Oct 25, 2017 to presentfactForm ADV
← BRANDON WELLS TESARAdvisorregistration: previous registration
Jul 12, 2023 to Jul 31, 2024factForm ADV
← JEREMY PAUL DICKERAdvisorregistration: previous registration
Jul 12, 2023 to Jul 30, 2024factForm ADV
← THOMAS ANDREW HUGHESAdvisorregistration: previous registration
Sep 6, 2023 to Jul 30, 2024factForm ADV
← RYAN CLEARYAdvisorregistration: previous registration
Jul 11, 2023 to Jul 30, 2024factForm ADV
← TIMOTHY JERALD PEARCEAdvisorregistration: previous registration
Jul 11, 2023 to Jul 30, 2024factForm ADV

Controls (2)

← LINN, JORDAN, ALANOwnerTRUSTEE, ownership code F, individual
May 6, 2022 to Sep 10, 2024factForm ADV
← JORDAN A. LINN REVOCABLE TRUSTOwnerMEMBER, ownership code E, domestic entity
Jan 9, 2024 to Sep 10, 2024factForm ADV

Owns (1)

← Herrera, Ericka, VOwnerCCO, ownership code NA, individual
Aug 28, 2023 to Sep 10, 2024factForm ADV

Moved with (2)

→ ONE WEALTH CAPITAL MANAGEMENT, LLCRegistered adviser3 advisors, team lift out, same day
Jul 30, 2024 to May 24, 2024factForm ADV
← PARK AVENUE SECURITIES LLCRegistered adviser3 advisors, team lift out, same day
Jun 30, 2023 to Jul 12, 2023factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 9, 2024
Regulatory AUM changed
One Wealth Investors reported RAUM $127.8M, down 63% from $343.8M (2024-03-22 to 2024-09-09)
Form ADVobserved 4 days ago
$-216M
Occurred
Sep 9, 2024
Control person left
Paul Jeremy Dicker (Founder, Ceo) no longer on Schedule A of One Wealth Investors (listed 2024-03-22, absent 2024-09-09)
Form ADVobserved 4 days ago
Occurred
Jul 31, 2024
Advisor changed firm
Brandon Wells Tesar left One Wealth Investors for One Wealth Capital Management, Llc (registered 2024-07-01)
Form ADVobserved 4 days ago
Occurred
Jul 30, 2024
Team lift-out
3 advisors left One Wealth Investors (Phoenix, AZ) for One Wealth Capital Management, LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jul 30, 2024
Team lift-out
2 advisors left One Wealth Investors (EL Segundo, CA) for One Wealth Capital Management, LLC a day apart
Form ADVobserved 3 days ago
2 advisors
Occurred
Jul 30, 2024
Advisor changed firm
Timothy Jerald Pearce left One Wealth Investors for One Wealth Capital Management, Llc (registered 2024-05-24)
Form ADVobserved 4 days ago
Occurred
Jul 30, 2024
Advisor changed firm
Jeremy Paul Dicker left One Wealth Investors for One Wealth Capital Management, Llc (registered 2024-05-22)
Form ADVobserved 4 days ago
Occurred
Jul 30, 2024
Advisor changed firm
Thomas Andrew Hughes left One Wealth Investors for One Wealth Capital Management, Llc (registered 2024-05-24)
Form ADVobserved 4 days ago
Occurred
Jul 30, 2024
Advisor changed firm
Ryan Cleary left One Wealth Investors for One Wealth Capital Management, Llc (registered 2024-05-24)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2024
Regulatory AUM changed
One Wealth Investors reported RAUM $343.8M, up 229% from $104.5M (2024-01-10 to 2024-03-22)
Form ADVobserved 4 days ago
$239M
Occurred
Oct 23, 2023
Control person joined
Paul Jeremy Dicker (Ceo) appeared on Schedule A of One Wealth Investors
Form ADVobserved 4 days ago
Occurred
Jun 30, 2023
Team lift-out
3 advisors left Park Avenue Securities LLC (EL Segundo, CA) for One Wealth Investors on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Jun 20, 2022
Control person left
Anne Samantha Viola (Chief Compliance Officer) no longer on Schedule A of One Wealth Investors (listed 2022-05-06, absent 2022-06-20)
Form ADVobserved 4 days ago
Occurred
May 6, 2022
First Form ADV filing
Linn Wealth Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 3 bookkeeping events

Occurred
Sep 9, 2024
One Wealth Investors reported 1 offices beyond its principal office, down from 8 (2024-03-22 to 2024-09-09)
Occurred
Jul 11, 2023
One Wealth Investors reported 13 offices beyond its principal office, up from 5 (2023-06-20 to 2023-07-11)
Occurred
May 12, 2023
One Wealth Investors reported 5 offices beyond its principal office, up from 0 (2023-03-14 to 2023-05-12)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e94c60be-ec79-8316-68ab-33128d44dcd6
First observed: May 6, 2022
Last observed: Mar 11, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ONE WEALTH INVESTORS

ONE WEALTH MANAGEMENT INVESTMENT AND ADVISORY SERVICES, LLC, CRD 288030

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e94c60be-ec79-8316-68ab-33128d44dcd6

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:53 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JORDAN ALAN LINN

n/a

BOCA RATON, FL

ERICKA VANESSA HERRERA

n/a

BOCA RATON, FL

Vishail Singh

n/a

BOCA RATON, FL

Alec Marc Musa

n/a

BOCA RATON, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JORDAN A. LINN REVOCABLE TRUST

Member

yes

01/2024

Jan 9, 2024

Sep 10, 2024

LINN, JORDAN, ALAN

Trustee

yes

10/2023

May 6, 2022

Sep 10, 2024

LINN, JORDAN, ALAN

Principal

yes

07/2024

May 6, 2022

Sep 10, 2024

Herrera, Ericka, V

Cco

08/2023

Aug 28, 2023

Sep 10, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ONE WEALTH INSURANCE BROKERAGE SERVICES, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

BOCA RATON

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$193M

$183M

n/a

2024

Mar 10, 2025

$153M

$139M

n/a

2023

Mar 22, 2024

$344M

$322M

n/a

2022

Mar 14, 2023

$104M

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$193M

$153M

26.3%

$104M

22.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ONE WEALTH CAPITAL MANAGEMENT, LLC

Jul 30, 2024

May 24, 2024

PHOENIX, AZ

Team lift out

RIA to RIA

28.6%

ONE WEALTH CAPITAL MANAGEMENT, LLC

Jul 30, 2024

Jul 1, 2024

EL SEGUNDO, CA

Team lift out

RIA to RIA

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PARK AVENUE SECURITIES LLC

Jun 30, 2023

Jul 12, 2023

EL SEGUNDO, CA

Team lift out

Ibd to RIA

0.1%