Overview
Assets Under Management: $1.1 billion
Headquarters: LAS VEGAS, NV
High-Net-Worth Clients: 62
Average Client Assets: $14 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.99
Average High-Net-Worth Client Assets: $14 million
Total Client Accounts: 1,314
Discretionary Accounts: 352
Non-Discretionary Accounts: 962
Regulatory Filings
CRD Number: 171750
Last Filing Date: 2025-02-19 00:00:00
Website: https://www.linkedin.com/company/onewealthmap