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ONESEVEN
MGO ONE SEVEN LLC
CRD 283087 · SEC 801-107829
24400 CHAGRIN BLVD., SUITE 310, BEACHWOOD, OH, 44122, United States
Phone
216-865-1700
Fax
216-865-1777
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.72B
Discretionary AUM
$7.68B
Team
264 total employees; 95 advisory reps; 12 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITORS' FEES FOR REFERRALS TO OTHER MONEY MANAGERS
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13879 | $2.96B |
| High net worth individuals | 1908 | $4.32B |
| Pension/profit sharing plans | 301 | $178.4M |
| Charitable organizations | 47 | $51.9M |
| Corporations/business entities | 192 | $207.4M |
States served
AL, AZ, CA, CO, DC, GA, ID, IL, IN, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TN, UT, VA, WV, WA, TX, NH, CT, FL
All web addresses on file
- https://www.instagram.com/lakehousewealth/?hl=en
- https://www.linkedin.com/company/life-transitions-planning-llc/
- https://www.facebook.com/parkcitywealthadvisors
- https://www.facebook.com/wowMGO/
- https://www.linkedin.com/company/created-wealth/
- https://www.linkedin.com/company/everglades-parkland-advisors-llc/
- https://www.facebook.com/profile.php?id=100087642038959
- https://www.wealthcr8.com
- https://www.jtmwilliams.com/
- https://www.instagram.com/pcwealthadvisors/
- https://www.facebook.com/wealthcreateusa/
- https://www.facebook.com/stratosinvestmentsofoneseven#
- https://www.facebook.com/profile.php?id=100093344137468
- https://x.com/MNorthFinancial
- https://www.palmcoastwealth.com
- https://www.stratosoneseven.com
- https://www.facebook.com/WillSumserHFG/
- https://www.s3retirement.com
- https://www.linkedin.com/company/magnetic-north-financial/
- https://www.linkedin.com/company/mb-wealth-management-group/
- https://www.linkedin.com/in/james-selu-cfp%C2%AE-cbda-4ba3b65/
- https://www.facebook.com/MagneticNorthFinancial
- https://www.facebook.com/benhfeldmeyer
- https://www.facebook.com/ltplanners
- https://www.instagram.com/wealthcreateusa/
- https://www.facebook.com/EvergladesParklandAdvisors
- https://www.facebook.com/CreatedWealthAdvisory#
- https://www.facebook.com/profile.php?id=100089377575439
- https://www.facebook.com/ChenWealthServices/
- https://www.ironcladwm.com/
- https://www.instagram.com/stone_creek_advisors/
- https://www.chenwealthservices.com/
- https://www.linkedin.com/in/jennifer-shintani-crpc-cmfc-aams-cbda-4005b611/
- https://www.tiktok.com/@morgan.knows.money
- https://www.feldmeyerfinancialgroup.com
- https://x.com/MBWealthGroup
- https://www.fulshearwealth.com
- https://www.facebook.com/OneSevenAdvisors/
- https://www.stonecreek-advisors.com/
- https://www.linkedin.com/company/wealthcreate/
- https://www.linkedin.com/company/ironclad-wm/
- https://www.linkedin.com/in/matt-williams-cfp%C2%AE-crpc%C2%AE-apma%C2%AE-84685b22/
- https://www.linkedin.com/in/josephcallahancfp
- https://www.mbwealthmanagementgroup.com/
- https://www.linkedin.com/in/kevin-egan-wealthcorllc/
- https://www.facebook.com/investLocalCallahan/#
- https://www.rosehavenfamilyoffice.com
- https://www.linkedin.com/in/christopher-gatsch-36780a20/
- https://www.magneticnorthfinancial.com/
- https://www.evergladesparklandadvisors.com/
- https://www.shintaniwealthmanagementservices.com
- https://www.callahancincy.com/
- https://www.ltplanners.com
- https://www.youtube.com/channel/UCXFsAU3n9CtMEl5s5jZZlYA
- https://www.youtube.com/channel/UCt_Yyta4HwlWM_zvvQfAIwg
- https://www.youtube.com/channel/UCWqtdGzrDEtK9OZKgGf7YtQ
- https://www.createdwealth.com
- https://www.linkedin.com/company/park-city-wealth-advisors/
- https://www.linkedin.com/company/mgo-inc-/
- https://www.clientfirstfs.com/
- https://www.youtube.com/@mgoinvestments504
- http://www.lakehouse-wealth.com/
- https://onesevenadvisor.com/groups/jp-investments/
- https://www.linkedin.com/in/will-sumser-cfp%C2%AE-04b312a8/
- https://www.facebook.com/MBWealthManagementGroup/
- HTTP://altaveragca.com
- https://callahancincy.com
- https://feldmeyerfinancialgroup.com
- https://giltnerandassociates.com
- https://hemlockwealth.com
- https://onesevenadvisor.com/groups/cdwm/
- https://worldadvisors.com/
- https://mwsadvisor.com
- https://risecapitaladvisor.com
- https://weekendatbernards.com
- https://valentinewealthadvisors.com
- https://wolfewealthwaco.com
- https://www.wagdwt.com
- https://www.linkedin.com/company/stonecreek-advisors/
- https://weareoneseven.com/
- https://www.ParkCityWealthAdvisors.com/
- https://www.onesevenadvisor.com
- https://www.linkedin.com/in/bernardsemon/
- https://www.romerowealthmgmt.com
- https://www.altaveragca.com/
- https://www.resolute-wealthmanagement.com
- https://dwtwealth.com/
- https://martzfinancialllc.com/
- https://www.rjcampbellinvestmentsllc.com/
- https://www.linkedin.com/company/feldmeyer-financial-group/posts/?feedView=all
- https://mgo-inc.com
- https://www.Structurewm.com
- https://www.hopefinancialgroupllc.com
- https://x.com/EvergladesPA
- https://x.com/LakeHousePWM
- https://www.htrwealth.com
- https://x.com/StratosInvestRJ
- https://www.youtube.com/channel/UC6B6R_nWLlrnU5DUpag6ejQ
- https://www.youtube.com/channel/UCkmVGNVJMn_IF8YG2gy1cuw
- https://www.youtube.com/@mbwealthmanagementgroup9938/featured
- https://www.hyperion-wealth.com
- https://www.wealthplanninganddesign.com
Official SEC filing: View on IAPD