Oneseven

Overview

Oneseven is an SEC registered investment adviser based in Beachwood, OH, registered since 2016. It reports $7.7B in assets under management across 26,700 accounts, with 264 employees. It has 119 investment adviser representatives.

Reported AUM

$7.7B

Discretionary

99%

Accounts

26,700

Average account

$289K

Employees

264

Advisory reps

119

Registered since

2016

Jurisdictions

33

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 9

• Todd Matthew Resnick Chief Executive Officer, Member CRD 5286367
• Richard Julius Gross President CRD 5849061
• Ronald Scott Gross Managing Member, Chairman CRD 2564430

6 more executive officers, with direct contact details

Advisory reps 3 of 119

• Jonathan Craig Adams Investment Adviser Rep CRD 8272887
• Alexander Joseph Angst Insurance Agent · Investment Adviser Rep CRD 6309508
• Ben Michael Anolik Insurance Agent · Investment Adviser Rep CRD 4352563

116 more advisory reps, with emails, phones and branch locations

Location

Headquarters

24400 Chagrin Blvd Ste 310
Beachwood, OH 44122

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 33 jurisdictions
• Website: wealthcr8.com

Every state, with registration dates

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