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| Happy Holidays!! thanks for using AUM13F!! |
| One Resource Group Wealth Management LLC
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|---|---|
| CRD # | 293819 |
| SEC # | 801-132293 |
| CIK # | |
| AUM | $142.0 M (2025-03-03) |
| Employees | 8 (25% Investors, 0% Brokers) |
| Phone | 614-423-4600 |
| Address | 700 Stonehenge Parkway Dublin, OH 43017 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 558 | 120.0 |
| (b) Individuals (high net worth individuals) | 10 | 22.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 142.0 |
| By Discretionary | ||
| Discretionary | 744 | 142.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 744 | 142.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.0 | |
| Total | 744 | 142.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seventwo LLC
✚
|
CO | 0.1 |
|
Wolfers Asset Management LLC
✚
|
0.1 | |
|
Hampton Rock Wealth Management I LLC
✚
|
TX | 0.1 |
|
Kropog Financial Group LLC
✚
|
LA | 0.1 |
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
Fidelis Financial Planning LLC
✚
|
MO | 0.1 |
|
Value Investment Professionals LLC
✚
|
NY | 0.1 |
|
Greenberg Gary Louis
✚
|
MN | 0.1 |
|
Wacker & Associates Inc
✚
|
MN | 0.1 |
|
Ridgeline Wealth Advisors LLC
✚
|
NC | 0.1 |