Vishail Singh
Investment adviser representative at One Wealth Investors
10 yearsExperience
1 stateRegistered in
$193.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- One Wealth InvestorsMar 2025 to now
- Omnia Family Wealth, LLCSep 2016 to Feb 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
One Wealth Investors
Legal name: One Wealth Management Investment and Advisory Services, LLC
$193.5MAssets managed
138Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5719556
- Firm CRD
- 288030