ONE CAPITAL PARTNERS LLC
WESTLAKE VILLAGE, CA · CRD 328939 · IAPD ↗ · www.ocmfunding.com · 805-409-8150
$0Regulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
60
November 2024 — ONE CAPITAL PARTNERS LLC (WESTLAKE VILLAGE, CA) left the SEC roster (was $0 RAUM, 1 reps).
Recruiting & transitionsM&A & valuation
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.