Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$287,443,464
Total clients
223
31% high-net worth
Total advisors
7
of 10 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
32
Average account size
$1,288,984
One Wealth Map, LLC is an SEC-registered advisory firm that manages roughly $1.1 billion for about 299 clients and serves individuals (including high-net-worth clients), family trusts, businesses, foundations, and charitable organizations. The firm provides investment supervisory services, individual portfolio management, and comprehensive financial planning through defined service levels delivered from multiple offices.
The firm’s process is planning-driven: advisers build coordinated financial plans using eMoney, implement layered portfolios that allocate between fixed investments and equities, and monitor accounts with an overlay platform; they describe tax-aware “Gamma” overlays and use both fundamental and technical analysis as well as option strategies when appropriate. Clients can be managed on either discretionary or non-discretionary terms and receive periodic reviews, rebalancing, and access to consolidated reporting via the custodian and planning platform.
Noteworthy features relative to peers include a comparatively large asset base per advisor and a multi-office footprint, plus growth through acquisitions and relationships with other advisers and third-party tax and legal service providers. Representatives may also be licensed as insurance agents and receive separate compensation for insurance implementations, the firm discloses paid referral arrangements, and it has begun to incorporate client testimonials and an option for continued access to its planning technology on a subscription basis.
Initial Financial Planning Fees: Basic $5,500; Advanced $9,500; Complex $12,500; $250 per additional model change after one free change per year.
1% to 2.5% per year depending upon level of service
Commissions may be earned by licensed personnel when implementing insurance products or other separate services; commissions vary and are separate from advisory fees.
Additional time beyond included hours billed at current hourly billing rate; hourly fees apply for certain services such as reviewing private investments.
Account minimum: $1,000,000
One Wealth Map, LLC
1980 Festival Plaza Drive, Suite 300
Las Vegas NV 89135, United States
Number of offices
9
Arizona · California · Florida · Georgia · Indiana · Iowa · Nebraska · Nevada · New Jersey · Tennessee · Texas · Utah · Wyoming
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®
Rock Springs, WY
One Wealth Map, LLC
Series 63, Series 65
Savannah, GA
One Wealth Map, LLC
Series 63, Series 66
Omaha, NE
One Wealth Map, LLC
Series 66
Gallatin, TN
One Wealth Map, LLC
Series 63, Series 65
Las Vegas, NV
One Wealth Map, LLC
Series 65
Sarasota, FL
One Wealth Map, LLC
Series 63, Series 66
Sebastian, FL
One Wealth Map, LLC
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