Be advised. This firm is no longer registered.

One Source Health & Wealth Management

One Source Health & Wealth Management (CRD# 194511) is a financial advisory firm headquartered in Granite Bay, CA. They manage $69,245,000 in 264 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA 95746
http://www.healthwealthadvisory.com/
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $262,292
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at One Source Health & Wealth Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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