Investment adviser · CRD 171750
ONE WEALTH MAP, LLC
Investment adviser filing (IA)
LAS VEGAS, NV, United States · Form ADV filed Aug 10, 2026
- Regulatory AUM
- $287M Form ADV · Item 5.F
- Client accounts
- 932 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $223,941,505 | 77.9% |
| Individuals | 153 | $63,501,959 | 22.1% |
Filing source
Form ADV 2124722 · Aug 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions
Principal office
1980 FESTIVAL PLAZA DRIVE, SUITE 300LAS VEGAS, NV, 89135, United States
CRD 171750
Filing source
Form ADV 2124722 · Aug 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.