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 RIA organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Compensation is a mix of asset-based fees and fixed fees. Onesource does not identify as an active ESG investor, and its operating footprint is reported as single-state rather than multi-state. The firm is not positioned as a capital allocator; instead it appears to implement client portfolios using third-party managers and traditional investment vehicles. Its client focus and service set point to a comprehensive wealth advisory model for private clients rather than institutional or family-office-only delivery.