One Resource Group Wealth Management LLC
● SEC registered since 2025CRD 293819SEC# 801-132293Dublin, OH
Reg. AUM
$182.4M
Employees
9
Accounts
822
Location
Dublin, OH
One Resource Group Wealth Management LLC assets under management
One Resource Group Wealth Management LLC is a registered investment adviser overseen by the SEC based in Dublin, OH. The firm has been registered since 2025. It reports $182.4 million in regulatory assets under management and employs 9 people.
One Resource Group Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Laurie Jean Dunsmore Control | Chief Compliance Officer | Under 5% | 2025 |
| Michael John Martinez Control | Managing Member | Over 75% | 2018 |
Frequently asked questions
How much does One Resource Group Wealth Management LLC manage?
One Resource Group Wealth Management LLC reports $182.4 million in regulatory assets under management on its Form ADV.
How many employees does One Resource Group Wealth Management LLC have?
One Resource Group Wealth Management LLC reports 9 employees.
Where is One Resource Group Wealth Management LLC located?
One Resource Group Wealth Management LLC is based in Dublin, OH and has been SEC-registered since 2025.
Does One Resource Group Wealth Management LLC disclose fund performance?
One Resource Group Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 Stonehenge Parkway, Suite B, Dublin, OH 43017 |
| Phone | 614-423-4600 |
| Fax | 614-495-0275 |
| Office hours | 08:00a.m.-04:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$182.4M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$182.4Mregulatory AUM
Discretionary $182.4M