Overview
Assets Under Management: $1.1 billion
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 5
Average Client Assets: $44 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.01
Average High-Net-Worth Client Assets: $44 million
Total Client Accounts: 1,314
Discretionary Accounts: 352
Non-Discretionary Accounts: 962
Regulatory Filings
CRD Number: 171750
Filing ID: 2004533
Last Filing Date: 2025-07-18 13:15:00
Website: https://onewealthmap.com