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THE PENSION GROUP
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC
CRD 293819 · SEC 801-132293
700 STONEHENGE PARKWAY, SUITE B, DUBLIN, OH, 43017, United States
Phone
614-423-4600
Fax
614-495-0275
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$182.4M
Discretionary AUM
$182.4M
Team
9 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 589 | $139.8M |
| High net worth individuals | 10 | $42.5M |
States served
AL, CA, NC, OH, SC, FL
All web addresses on file
Official SEC filing: View on IAPD