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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Onesource Advisors LLC
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|---|---|
| CRD # | 319078 |
| SEC # | 801-129864 |
| CIK # | |
| AUM | $140.0 M (2025-03-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 916-967-3500 |
| Address | 4080 Cavitt Stallman Road Granite Bay, CA 95746 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 67.0 |
| (b) Individuals (high net worth individuals) | 37 | 63.0 |
| (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 | 5.0 |
| (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 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 258 | 140.0 |
| By Discretionary | ||
| Discretionary | 258 | 140.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 258 | 140.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.0 | |
| Total | 258 | 140.0 |
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|---|---|---|
|
Pendleton Financial LLC
✚
|
NC | 0.1 |
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Stewardship Capital Ltd
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MO | 0.1 |
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MZ Capital Management LLC
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0.1 | |
|
Econologics Financial Advisors LLC
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Blue Water Capital Management LLC
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NC | 0.1 |
|
Anchor Pointe Wealth Management LLC
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MO | 0.1 |
|
Strategic Wealth Advisors Group Inc
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|
MI | 0.1 |
|
Fiduciary Wealth Group LLC
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OH | 0.1 |
|
Collective Wealth Advisors LLC
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|
TX | 0.1 |
|
Midwestern Financial LLC
✚
|
IA | 0.1 |