ONESOURCE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2024

Total AUM

$150M

Discretionary

$150M

100% of AUM

Avg account

$274K

Accounts

546

Employees

Advisory reps

Firm details

Headquarters: GRANITE BAY, California
CRD number: 319078
Registered since: April 18, 2024
Website: www.healthwealthadvisory.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI63.85%
Individuals32.97%
Corporations / Businesses3.03%
Pension & Profit Sharing Plans0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Onesource Wealth Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational seminars. Its fee model combines AUM-based charges with fixed fees. Onesource identifies as neither an active ESG investor nor a multi-state adviser, and it does not operate as a capital allocator to in-house funds; instead, it relies on third-party managers and traditional pooled vehicles.