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Chief Investment Officer · One Wealth Investors

Vishail Singh

CRD 5719556 · 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 Vishail Singh on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • One Wealth InvestorsChief Investment OfficerWealth manager · Boca Raton, FL · $193M in regulatory assets

AtlasMembers

Vishail’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Vishail’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.