One Wealth Investors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$164,625,833
Clients
112
Advisors
4
of 5 employees
About
One Wealth Investors provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients and their retirement trusts, integrating asset management with estate, tax, insurance, philanthropic planning and related referrals. Services include discretionary and non‑discretionary portfolio management, standalone or ongoing financial planning engagements, and the use of independent managers and turnkey asset management platforms.
The firm follows a goal‑driven, primarily long‑term investment approach built on fundamental analysis and risk‑budgeting, constructing strategic asset allocations and reallocating as needed to meet client objectives. For wealthier clients, it recommends private investment opportunities and offers access to customized private equity and hedge fund portfolios through a third‑party series fund relationship, and it uses AI tools to support research, reporting and client service with human review.
Distinctive aspects include a relatively small advisory team managing about $193 million for roughly 112 clients and a negotiable account minimum that reflects a focus on higher‑value relationships and access to private investments, margin strategies and digital asset exposure. The firm’s brochure also discloses a prior regulatory stipulation involving its principal (a 2014 consent with a state regulator regarding an inadvertent nondisclosure), which is included in its disciplinary disclosures.
Client services
Expertise
Fee options
Financial planning services fixed fee ranging from $10,000 to $100,000 per annum
0.40% to 1.50% annually
$250 per hour for financial planning services
Account minimum: $1,000,000
Main office
1489 W Palmetto Park Road, Suite 500
Boca Raton FL 33486
Advisors at this office
4
Most active in
Florida
Also doing business as
Jordan A. Linn Investment Advisory Services, LLC · Linn Jordan Alan · Linn Wealth Capital Management · Linn Wealth Capital Management, LLC · Linn Wealth Insurance Management, LLC · Linn Wealth Management · Linn Wealth Management And Insurance Services · Linn Wealth Management, LLC · One Wealth Investors · One Wealth Management · One Wealth Management Investment And Advisory Services · One Wealth Management Investment And Advisory Services, LLC · Onewealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Alec M
Series 65
Boca Raton, FL
One Wealth Investors
Alec Musa is a financial advisor with One Wealth Investors and holds a Series 65 credential. He has been with One Wealth Investors since 2025 and has experience operating insurance-related businesses since 2022. Outside of advisory work, he is involved in managing his own insurance brokerage and a residential real estate business. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to private investment opportunities and customized portfolios for wealthier clients.
Vishail S
Series 65
Boca Raton, FL
One Wealth Investors
Vishail Singh is a financial advisor at One Wealth Investors with eight years of industry experience and a Series 65 credential. He previously worked for nine years at Omnia Family Wealth, LLC before joining his current firm in 2025. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach incorporating fundamental analysis and risk budgeting, and offers access to private investment opportunities and customized portfolios for wealthier clients.
Ericka H
Series 65
Boca Raton, FL
One Wealth Investors
Ericka Herrera is a financial advisor at One Wealth Investors with seven years of industry experience. She holds a Series 65 designation and has worked at firms including Singer Wealth Advisors LLC and MML Investors Services, LLC. One Wealth Investors provides investment advisory and financial planning services to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to private investment opportunities and customized portfolios through third-party relationships.
Jordan L
Series 63, Series 65
Boca Raton, FL
One Wealth Investors
Jordan Linn is a financial advisor at One Wealth Investors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Argentus Advisors and several One Wealth entities. Linn is also a licensed insurance broker involved in insurance brokerage activities. One Wealth Investors provides investment advisory and financial planning services primarily to individual and high-net-worth clients, integrating asset management with estate, tax, insurance, and philanthropic planning. The firm employs a goal-driven, long-term investment approach and offers access to customized private equity and hedge fund portfolios for wealthier clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)