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ONESOURCE WEALTH ADVISORS
ONESOURCE WEALTH MANAGEMENT, LLC
CRD 299717
601 21ST STREET, SUITE 300, VERO BEACH, FL, 32960, United States
Phone
866-895-1222
Fax
866-521-5312
Registration
— (—)
Source
State registered
Total AUM
$3.3M
Discretionary AUM
$3.3M
Team
2 total employees; 2 advisory reps; 11 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES, SEMINAR/WORKSHOP FEES
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.0M |
| High net worth individuals | 1 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD