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| One Resource Group Wealth Management LLC
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|---|---|
| CRD # | 293819 |
| SEC # | 801-132293 |
| CIK # | |
| AUM | 182.4 M (2026-03-17) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-423-4600 |
| Address | 700 Stonehenge Parkway Dublin, OH 43017 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 589 | 139.8 |
| (b) Individuals (high net worth individuals) | 10 | 42.5 |
| (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 | 822 | 182.4 |
| By Discretionary | ||
| Discretionary | 822 | 182.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 822 | 182.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.4 | |
| Total | 822 | 182.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Altamont Wealth Management Inc
✚
|
CA | 182.9 M |
|
Genter Advisors LLC
✚
|
CA | 182.8 M |
|
Marathon Strategic Advisors LLC
✚
|
PA | 182.7 M |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 182.7 M |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 182.3 M |
|
RIHO Partners LLC
✚
|
182.2 M | |
|
Four Tree Island Advisory LLC
✚
|
NH | 182.2 M |
|
Angeles Family Office LLC
✚
|
CA | 182.0 M |
|
Martin Capital Advisors LLP
✚
|
TX | 181.9 M |
|
Freestate Advisors LLC
✚
|
KS | 181.8 M |