OneSource Wealth Management
Financial Services • 
Granite Bay, California, United States • 1-10 Employees
Company overview
| Headquarters | 4080 Cavitt Stallman Rd., Suite 200, Granite Bay, California 95746, US |
| Phone number | +18882688884 |
| Website | |
| NAICS | 52 |
| Keywords | Growing And Protecting Wealth |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at OneSource Wealth Management
Douglas Emitte
President Wealth Management
OneSource Wealth Management Email Formats
OneSource Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@healthwealthadvisory.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@healthwealthadvisory.com | 100% |
About OneSource Wealth Management
Investment and Wealth Management for Business, Families and Individuals. OneSource Wealth Management is an independent registered investment advisory firm. Our Mission At OneSource Wealth Management we are dedicated to serving you, a member of our community. The professionals at OneSource share a commitment to delivering results beyond expectation and to providing clients with unparalleled personal service and care. In all aspects of our business endeavors, our client's interests come first. We hold ourselves to the highest advisory standard levels when providing guidance, performance and service for all your investment needs. If you are tired of less than adequate results and service, please call us today or click and complete the Contact Us information to schedule your no obligation consultation. We look forward to helping you exceed your financial dreams. Our Expertise Almost 50 years of combined investment and wealth management experience. Our Passion Helping our clients with customized investment and insurance solutions utilizing a goals based financial planning approach. Creating exclusive financial strategies for individuals and families to meet or exceed their goals and objectives, before and during retirement.
OneSource Wealth Management revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
OneSource Wealth Management has never raised funding before.
OneSource Wealth Management Tech Stack
Discover the technologies and tools that power OneSource Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
United Arab Emirates
Frequently asked questions
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