One Wealth Management Investment & Advisory Services, LLC

Entity
Company
Business address
1111 Lincoln Rd, Suite 500, 33139 Miami Beach, FL
Phone
855-663-9584
State of incorporation
FL
Fiscal year end
December 31
13F signature
Ericka Herrera - CCO
All SEC filings
View on sec.gov
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One Wealth Management Investment & Advisory Services, LLC has filed 10 SEC EDGAR filings since 1/25/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Oct 29, 2025 Sep 30, 2025 028-23531
N-PX Open Document Open Filing Jul 22, 2025 Jun 30, 2025 028-23531
13F-HR Open Document Open Filing Jul 22, 2025 Jun 30, 2025 028-23531
13F-HR Open Document Open Filing May 8, 2025 Mar 31, 2025 028-23531
13F-HR Open Document Open Filing Jan 21, 2025 Dec 31, 2024 028-23531
13F-HR Open Document Open Filing Nov 6, 2024 Sep 30, 2024 028-23531
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-23531
13F-HR Open Document Open Filing Aug 6, 2024 Jun 30, 2024 028-23531
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-23531
13F-HR Open Document Open Filing Jan 25, 2024 Dec 31, 2023 028-23531