$193.5M Total AUM
$183.1M Disc. AUM
8.7% 3Y CAGR
5 Employees
138 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta eaglePathway timber
- Established Date
- 09-28-2017
- Office Locations
- 1
Office Locations
1489 W Palmetto Park Road Suite 500 Boca Raton FL
About ONE Wealth Investors
One Wealth Investors is a Boca Raton, FL RIA serving affluent families and businesses with comprehensive wealth management and estate planning. The team builds disciplined, long-term, diversified allocations using evidence-based, tax-efficient investment strategies, and provides tax planning, retirement distribution, business retirement plans, and exit/succession guidance. Clients use a technology platform to monitor their full financial picture, and the team includes digital assets expertise.
Team overview
43 AVG AGE
$48.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Zenith Foundation Harbor ember Delta Bridge Frontier fusion Radial Pioneer insight Summit capital Oak zenith
Client Personas
Pathway
Custodian
Insight insight Frontier Unison Horizon Signal horizon
Investment Themes
Ember Peak ridge
Investment Vehicles
Unison prime Capital vital
Platform
Optima harbor
Services
Peak momentum Foundation Glacier Horizon capital Zenith eagle Bridge quantum Glacier capital Momentum frontier Atlas Pioneer pioneer Prime matrix
Technology
Radial Beacon
Owner & Executives
J
JORDAN ALAN LINN
Managing Director, PRINCIPAL
- CRD
- #2664439
- Ownership
- 75% or more
(449) 314-6791
pioneer.signal@northcapital.com
in linkedin.com/in/foundation-legacy
E
ERICKA VANESSA HERRERA
Chief Compliance Officer
- CRD
- #6707329
- Ownership
- Less than 5%
(257) 684-5724
momentum.vertex@foundationcapital.com
in linkedin.com/in/focus-element
E
Eagle timber
Summit delta crest
- CRD
- #64900
- Ownership
- 5.5%
(717) 269-5608
delta.optima@wavecapital.com
in linkedin.com/in/matrix-bridge
Showing 2 of 3 owners & executives
Unlock allContacts
A
Alec Marc Musa
--
- CRD
- #8162641
(653) 643-5209
pioneer.meridian@valuecapital.com
in linkedin.com/in/beacon-north
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,107,520 | $471,927 |
| Non-Discretionary | $10,391,930 | $134,960 |
| Total | $193,499,450 | $416,128 |
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Separately Managed Accounts
Total SMA Asset: $193,499,450
Equity - Exchange:
12.1% Cash:
11.6% Public Funds:
25.4% Municipal Bonds:
20.1% Other:
4.7% Corporate - Investment Grade:
16.7% Private Funds:
4.7% Other:
4.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $74,669,553 | 12.1% |
| Cash | $71,584,034 | 11.6% |
| Public Funds | $156,744,351 | 25.4% |
| Municipal Bonds | $124,037,852 | 20.1% |
| Other | $29,003,876 | 4.7% |
| Corporate - Investment Grade | $103,056,325 | 16.7% |
| Private Funds | $29,003,876 | 4.7% |
| Other | $29,003,876 | 4.7% |
| Total | $617,103,743 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST VERTEX | VITAL PIONEER | L6V8HUKH7 | DSPS | 4.29% | $113,365,998 |
| CAPITAL RIDGE | BEACON CATALYST | GXET78SMW | ABOBA | 0.76% | $89,980,036 |
| FUSION QUANTUM | ALPHA VALUE | THTYJL78V | ESYMK | 3.08% | $25,974,343 |
| FOUNDATION FUSION | EMBER CAPITAL | V0LRY6XM7 | WQOU | 9.32% | $42,438,988 |
| ZENITH GLACIER | BRIDGE TIMBER | 4N0K476YD | NTD | 9.76% | $48,224,613 |
| EMBER PEAK FOUNDATION | SUMMIT PATHWAY | TIBM084A0 | SKH | 7.73% | $19,535,329 |
| FOUNDATION VITAL HARBOR | VECTOR GLACIER | QCA0SS27E | NGGE | 0.80% | $46,389,905 |
| PRIME CAPITAL ALPHA | BRIDGE MERIDIAN | V6XSWCACI | PIPLD | 7.02% | $48,651,257 |