Onesource Wealth Management
Onesource Wealth Management is an SEC-registered mass-market adviser in Granite Bay, CA with $149.8M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Onesource Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 319078, SEC 801-129864, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $149.8M (2026-05-13)
- Firm type
- Mass-Market Adviser
- Location
- Granite Bay, CA
- Employees
- 2
- Clients
- 229
- CRD
- 319078
- Ownership
- SCAMBRAY, JOHN, VINCENT; SCAMBRAY, JOHN; VISCONTI, GIUSEPPE, FRANCESCO; LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY; LEGACY CAPITAL MANAGEMENT, LLC
How much AUM does Onesource Wealth Management have?
Onesource Wealth Management reported $149.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Onesource Wealth Management?
Disclosed owners and executives of Onesource Wealth Management include SCAMBRAY, JOHN, VINCENT, SCAMBRAY, JOHN, VISCONTI, GIUSEPPE, FRANCESCO, LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY, LEGACY CAPITAL MANAGEMENT, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.