Overview
Assets Under Management: $150 million
Headquarters: GRANITE BAY, CA
High-Net-Worth Clients: 44
Average Client Assets: $2.2 million
Frequently Asked Questions
ONESOURCE WEALTH MANAGEMENT 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 #319078), ONESOURCE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ONESOURCE WEALTH MANAGEMENT is headquartered in GRANITE BAY, CA.
ONESOURCE WEALTH MANAGEMENT serves 44 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ONESOURCE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
ONESOURCE WEALTH MANAGEMENT manages $150 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ONESOURCE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.85%
Average Client Assets: $2.2 million
Total Client Accounts: 546
Discretionary Accounts: 546
Regulatory Filings
CRD Number: 319078
Filing ID: 2075217
Last Filing Date: 2026-03-31 13:33:15