ONE WEALTH MAP, LLC

1980 Festival Plaza Drive
Suite 300
Las Vegas, Nevada 89135
Tel: 702-470-2660

About ONE WEALTH MAP, LLC

ONE WEALTH MAP, LLC, formally registered with the SEC as ONE WEALTH MAP, LLC. The firm was established in 02/12/2019. They have over 6 offices throughout the country.

ONE WEALTH MAP, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $1,101,210,000 assets under management, offering retirement planning & investment advisory services to 1314 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171750
SEC#	801-114697
Assets Managed by Firm	$1,101,210,000
No. of Clients	1314
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
Commission Based
Other (ACCOUNTING CLIENTS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1314	$1,101,210,000
Individuals (other than high net worth individuals)	237	$220,384,200
High net worth individuals	62	$880,825,800

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