GRANITE BAY, CACRD 319078Latest ADV March 31, 2026
Onesource Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Granite Bay, CA. Its latest Form ADV filing, dated March 31, 2026, reports $150M in regulatory assets under management, 2 employees, 3 offices, and 546 accounts.
Assets Under Management
$150M
Employees
2
Offices
3 offices
Total Clients
229
Primary office
GRANITE BAY, CA
4080 CAVITT STALLMAN ROAD, SUITE 200, GRANITE BAY, CA, United States
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
185
2
HNWI
19.2%
44
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$150Mas of March 31, 2026
Discretionary100.0%
$150M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$150M
Total Accounts546
10Y AUM Change+$50M (+49.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee115:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.