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ONESEVEN

BEACHWOOD, OH · CRD 283087 · IAPD ↗ · 216-865-1700

$7.72BRegulatory AUM
95Advisory reps
264Employees
12Clients
101-250Planning clients
0Private funds
33States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — ONESEVEN added office(s): 37 -> 47 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
May 2026 — ONESEVEN reported RAUM up 59% ($4.85B -> $7.72B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — ONESEVEN reported RAUM up 32% ($3.68B -> $4.85B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — ONESEVEN grew from 48 to 95 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
30
December 2024 — ONESEVEN changed its website from pillarwealthgroup.com to mbwealthmanagementgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
68
October 2024 — ONESEVEN reported RAUM up 43% ($2.57B -> $3.68B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
June 2024 — ONESEVEN added office(s): 30 -> 38 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — MGO ONE SEVEN is now doing business as ONESEVEN.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.