Onesource Wealth Management

Onesource Wealth Management (CRD# 319078) is a financial advisory firm headquartered in Granite Bay, CA. They manage $100,000,000 in 400 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA 95746
https://www.linkedin.com/company/onesource-health-wealth-management/
By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    400
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Onesource Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John Scambray, financial advisor Granite Bay CA
John V. Scambray
CRD#: 2231726
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA 95746

John Scambray (CRD# 2231726) is an Investment Advisor Representative working at Onesource Wealth Management in Granite Bay, CA and has over 31 years of experience in the finance industry.

2
Giuseppe Visconti, financial advisor Granite Bay CA
Giuseppe F. Visconti
CRD#: 5514465
4080 Cavitt Stallman Road, Suite 200, Granite Bay, CA 95746

Giuseppe Visconti (CRD# 5514465) is an Investment Advisor Representative working at Onesource Wealth Management in Granite Bay, CA and has over 15 years of experience in the finance industry.

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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