Assets Under Management

$1.1B

Number of Clients

299

Number of Advisors

5

Average Client AUM

$3.7M

AUM per Advisor

$220.2M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

One Wealth Map, LLC provides investment management on a discretionary basis, guided by client objectives and financial plans. They offer financial planning services, including cash flow analysis, tax projections, and estate planning. They also offer investment supervisory services.

Fee Structure

Minimum Investment:$1M
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
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Location

1980 Festival Plaza Drive, Suite 300, Las Vegas, NV, 89135

5 Advisors at this firm