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Vishail Singh

One Wealth Investors

Boca Raton, FL

CRD 5719556

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Employer firm

One Wealth Investors CRD 288030

$193M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
One Wealth Investors

1489 W Palmetto Park Road Suite 500, Boca Raton, FL 33486 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-07
  • FL RA
    APPROVED
    Since 2025-03-07

Branch Locations

1489 W Palmetto Park Road Suite 500, Boca Raton, FL 33486 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Omnia Family Wealth, Llc Aventura FL 09/2016 02/2025
One Wealth Investors Boca Raton FL 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-20
  • S65 Uniform Investment Adviser Law Examination
    2018-01-20

View on SEC IAPD

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Nearby Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL

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