ONE WEALTH, LLC
Active Florida Limited Liability Company, filed May 18, 2018 in Boca Raton, FL. 1 officer.
Key facts
It has been on Florida's register for 8 years. It changed its name 4 times, most recently in 2024. Its most recent annual reports are for 2025 and 2026.
- Status
What does Active mean?
The Florida Division of Corporations lists this entity as active. To stay active, it must file an annual report with the state every year.
Sunbiz.org is the official and most current record. A recent status change may not show here until the state's next quarterly data update.
- Active
- Filing type
What does Florida Limited Liability Company mean?
A limited liability company (LLC) formed in Florida.
- Florida Limited Liability Company
- Filed
- May 18, 2018
- Industry (estimated)
- Financial Services
- Document number
- L18000125090
- FEI/EIN
- 83-0604400
- Last transaction
- August 13, 2024
- Added to our records
- May 21, 2018
- State/Country of incorporation
- FL
Industry is assigned by Sunbiz Daily from the business name using keyword rules and an AI model; it is not part of the state filing.
Location
SUITE 500
BOCA RATON, FL 33486
Registered Agent
BOCA RATON, FL 33431
Officers / Directors
| Name | Title | Address |
|---|---|---|
| LINN JORDAN A | MGR | 1489 W PALMETTO PARK ROAD, BOCA RATON, FL, 33486 |
Filing history
-
Jan 12, 2026
2026 annual report filed
-
Oct 24, 2025
2025 annual report filed
-
Aug 13, 2024
LLC amendment and name change New name: ONE WEALTH, LLC
-
Sep 5, 2023
LLC name change New name: ONE WEALTH INSURANCE BROKERAGE SERVICES, LLC
-
Aug 10, 2022
LLC name change New name: LINN WEALTH INSURANCE MANAGEMENT, LLC
-
Jun 1, 2020
LLC amendment and name change New name: LINN WEALTH MANAGEMENT, LLC
-
Oct 8, 2019
LLC amendment
-
May 18, 2018
Filed with the State of Florida
History comes from the Florida Division of Corporations' event and annual-report records.
Financial Services in Palm Beach County
- 429 businesses classified as Financial Services filed in Palm Beach County in 2026 so far; 66 statewide so far in November
- 5.2 yrs median age of the 2,469 active companies classified as Financial Services in Palm Beach County
- 39% of Palm Beach County companies in every industry filed in 2021 are still active (19,780 of 50,873)
Industry is classified from the business name by keyword rules and an AI model. Figures from Florida Division of Corporations records as of November 9, 2026.
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