# Onesource Wealth Management

> Onesource Wealth Management is an SEC-registered investment advisory firm in Granite Bay, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 319078
- Filed as: ONESOURCE WEALTH MANAGEMENT
- Legal name: Legacy Capital Management, Limited Liability Company
- Also doing business as: ONESOURCE WEALTH MANAGEMENT, WISE MONEY GUYS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Granite Bay, CA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319078
- AdvisorCensus page: https://advisorcensus.com/firm/onesource-wealth-management-granite-bay-ca-319078

## Quick answers

**How is Onesource Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Onesource Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Onesource Wealth Management located?**
Onesource Wealth Management's principal office is in Granite Bay, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Onesource Wealth Management registered with the SEC or a state?**
Onesource Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 319078.

**How much does Onesource Wealth Management manage?**
Onesource Wealth Management reports $149,813,898 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Onesource Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Onesource Wealth Management: Regulatory assets under management: $100,000,000 in the October 2024 data and $149,813,898 in the October 2026 data, up 50%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Onesource Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (185); high net worth individuals (44).

**Which custodians does Onesource Wealth Management use?**
Onesource Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Interactive Brokers LLC as custodians holding 10% or more of its separately managed account assets.

**Does Onesource Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319078

**Does Onesource Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 27, 2026 says: "OneSource imposes an account minimum of $100,000, which is negotiable at OneSource’s discretion."

**What changed in Onesource Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> OneSource imposes an account minimum of $100,000, which is negotiable at OneSource’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Interactive Brokers LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $149,813,898
- Discretionary: $149,813,898
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 185 | $49,391,477 |
| High net worth individuals | 44 | $95,656,897 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $225,163 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,540,361 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Reno, NV

### Websites listed on Form ADV (Item 1.I)
- healthwealthadvisory.com
- oswealthmanagement.com
- wisemoneyguys.com
- Facebook @oshwm
- Instagram @onesourcewealthmanagement
- Instagram @thewisemoneyguys
- Instagram @wisemoneyguys_
- LinkedIn @onesource-health-wealth-management
- X @wisemoneyguys
- YouTube @WiseMoneyGuys
- YouTube @onesourcehealthwealthmanag3292

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $100,000,000 | 2 | April 17, 2024 |
| October 2025 | $140,000,000 | 2 | March 18, 2025 |
| October 2026 | $149,813,898 | 3 | October 1, 2026 |

Regulatory assets under management: $100,000,000 in the October 2024 data and $149,813,898 in the October 2026 data, up 50%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Added an office in Reno, NV.
- Registered or notice-filed in NV.

### March 2026
- Reported a succession: took over the business of Onesource Wealth Management (CRD 319078) on May 1, 2025.
- Changed its legal name from Onesource Advisors, LLC to Legacy Capital Management, Limited Liability Company.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onesource Wealth Management (CRD 319078): Form ADV filing data as of October 2026.