CRD: 319078
Onesource Wealth Management
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2022
- Office Locations
- 1
Office Locations
About Onesource Wealth Management
OneSource Wealth Management is a Granite Bay, CA RIA focused on retirement investment management and financial planning for retirees and those nearing retirement, with an emphasis on protecting and enhancing client portfolios. Portfolios are implemented primarily with ETFs and investment-grade fixed income, and the firm custodies with Charles Schwab (and Interactive Brokers). The team also produces the Wise Money Guys weekly radio show/podcast.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN VINCENT SCAMBRAY
Chief Executive Officer
- CRD
- #2231726
- Ownership
- Less than 5%
GIUSEPPE FRANCESCO VISCONTI
Chief Compliance Officer, Chief Financial Officer, Chief Investment Officer, CHIEF TECHNOLOGY OFFICER, President
- CRD
- #5514465
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,813,898 | $274,384 |
| Non-Discretionary | $0 | -- |
| Total | $149,813,898 | $274,384 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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