CCO · One Wealth Investors
Ericka V. Herrera
CRD 6707329 · Named on Form ADV at one SEC-registered adviser
At a glance
One Wealth Investors, an SEC-registered wealth manager based in Boca Raton, FL with $193 million in regulatory assets, lists Ericka V. Herrera on its Form ADV as CCO, a control person.
Firms and roles
- One Wealth InvestorsCCOWealth manager · Boca Raton, FL · $193M in regulatory assets
AtlasMembers
Ericka’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jordan A. LinnPrincipal, Member, One Wealth Investors
- Vishail SinghChief Investment Officer, One Wealth Investors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ericka’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.