Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002009427-25-000003
Filing Date
2025-05-08
Accepted
2025-05-08 10:39:28
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-05-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2071
2 OneWealthManagement_13f.html INFORMATION TABLE  
2 OneWealthManagement_13f.xml INFORMATION TABLE 23478
  Complete submission text file 0002009427-25-000003.txt   26813
Mailing Address 1111 LINCOLN RD SUITE 500 MIAMI BEACH FL 33139
Business Address 1111 LINCOLN RD SUITE 500 MIAMI BEACH FL 33139 855-663-9584
One Wealth Management Investment & Advisory Services, LLC (Filer) CIK: 0002009427 (see all company filings)

EIN.: 824494080 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23531 | Film No.: 25924636