← Back to searchVisit website
ONESOURCE WEALTH MANAGEMENT
LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY
CRD 319078 · SEC 801-129864
4080 CAVITT STALLMAN ROAD, SUITE 200, GRANITE BAY, CA, 95746, United States
Phone
9169673500
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.8M
Discretionary AUM
$149.8M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $49.4M |
| High net worth individuals | 44 | $95.7M |
States served
CA, NV
All web addresses on file
- http://www.wisemoneyguys.com/
- https://www.facebook.com/oshwm/
- https://www.linkedin.com/company/onesource-health-wealth-management/
- https://www.youtube.com/@onesourcehealthwealthmanag3292
- http://www.healthwealthadvisory.com/
- https://x.com/wisemoneyguys
- https://www.youtube.com/@WiseMoneyGuys
- https://www.instagram.com/onesourcewealthmanagement
- https://www.instagram.com/wisemoneyguys_
- https://www.instagram.com/thewisemoneyguys
Official SEC filing: View on IAPD