Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0002009427-25-000001
Filing Date
2025-01-21
Accepted
2025-01-21 06:39:12
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-21

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2073
2 OneWealthManagement_13f.html INFORMATION TABLE  
2 OneWealthManagement_13f.xml INFORMATION TABLE 23473
  Complete submission text file 0002009427-25-000001.txt   26817
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.: 25540380