ONESOURCE ADVISORS, LLC
Legal name: ONESOURCE WEALTH MANAGEMENT
CRD #319078 SEC #801-129864 GRANITE BAY, CA 9169673500
SEC Registered
Total AUM
$140M
Discretionary
$140M
Employees
2
Clients
51
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $140M | $140M | $0 | 2 | 0 |
| Dec 2024 | $100M | $95M | $5M | 2 | 0 |
| Apr 2024 | $100M | $95M | $5M | 2 | 0 |
| Mar 2024 | $100M | $95M | $5M | 2 | 0 |
DateMar 2025
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees2
Clients0
DateDec 2024
Total AUM$100M
Discretionary$95M
Non-Disc.$5M
Employees2
Clients0
DateApr 2024
Total AUM$100M
Discretionary$95M
Non-Disc.$5M
Employees2
Clients0
DateMar 2024
Total AUM$100M
Discretionary$95M
Non-Disc.$5M
Employees2
Clients0