| Name | Title | Ownership | Since |
|---|---|---|---|
| Laurie Jean Dunsmore Control | Chief Compliance Officer | Under 5% | 2025 |
| Michael John Martinez Control | Managing Member | Over 75% | 2018 |
One Resource Group Wealth Management LLC reports $142 million in regulatory assets under management on its Form ADV.
One Resource Group Wealth Management LLC reports 8 employees.
One Resource Group Wealth Management LLC is based in Dublin, OH and has been SEC-registered since 2025.
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.
| 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 |
| Discretionary | $142M |
| Non-discretionary | $0 |
| Total (RAUM) | $142M |