One Wealth Management Investment And Advisory Services, Llc
- Regulatory AUM
- $193M
- Discretionary
- $183M
- Clients
- 138
- Avg AUM / client
- $1.4M
- Accounts
- 465
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 58 | $15.0M | 7.75% |
| High net worth individuals | 54 | $150M | 77.3% |
| Pension and profit sharing plans | 14 | $14.5M | 7.5% |
| Charitable organizations | Fewer than 5 clients | $119K | 0.06% |
| Corporations and other businesses | 12 | $14.2M | 7.36% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jordan Alan Linn | Trustee | Oct 2017 (9y) | Less than 5% | |
| Ericka Vanessa Herrera | Cco | Mar 2021 (5y) | Less than 5% | |
| Vishail Singh | Registered representative | Mar 2025 (1y) | ||
| Alec Marc Musa | Registered representative | Dec 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Jordan A. Linn Revocable Trust | Member | Jan 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $177M (91% of AUM) Mar 2026
- J.P. Morgan $13.1M (10% of AUM) Sep 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗