ONESOURCE WEALTH ADVISORS

ONESOURCE WEALTH ADVISORS of VERO BEACH, FL is an SEC-registered investment adviser (CRD 299717). Regulatory assets under management: $3.2M.

Registration

• CRD: 299717
• Type: Registered investment adviser
• Location: 601 21ST STREET, VERO BEACH, FL, 32960
• Phone: 866-895-1222
• Latest filing: 2026-07-02
• Regulatory AUM: $3.2M
• Discretionary AUM: $3.2M
• Clients: 2
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search