Overview
Assets Under Management: $142 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 10
Average Client Assets: $2 million
Frequently Asked Questions
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #293819), ONE RESOURCE GROUP WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC is headquartered in DUBLIN, OH.
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC serves 10 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, ONE RESOURCE GROUP WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC manages $142 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, ONE RESOURCE GROUP WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 744
Discretionary Accounts: 744
Regulatory Filings
CRD Number: 293819
Filing ID: 1948929
Last Filing Date: 2025-03-03 10:47:00
Website: https://www.thepensiongroup.com