Best Investors Account Sign in
Inactive

Julia Ponce

One Wealth Map, LLC

Sarasota, FL

CRD 8186396

Claim This Profile
Employer firm

One Wealth Map, LLC CRD 171750

$287M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
One Wealth Map, Llc

1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-02
  • FL RA
    APPROVED
    Since 2026-02-02

Branch Locations

Sarasota, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Wealth Map Sarosota FL 06/2025 Present
Financial Design Lakewood Ranch FL 03/2025 06/2025
H&R Block Sarasota FL 10/2024 04/2025
Law Office Of Mary King Sarasota FL 03/2024 07/2024
Gulf Coast Financial Planning Sarasota FL 01/2017 02/2024
Pgo Services Sarasota FL 05/2015 01/2017
  • 06/2025 → Present
    One Wealth Map
    Sarosota, FL
  • 03/2025 → 06/2025
    Financial Design
    Lakewood Ranch, FL
  • 10/2024 → 04/2025
    H&R Block
    Sarasota, FL
  • 03/2024 → 07/2024
    Law Office Of Mary King
    Sarasota, FL
  • 01/2017 → 02/2024
    Gulf Coast Financial Planning
    Sarasota, FL
  • 05/2015 → 01/2017
    Pgo Services
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-24
  • S65 Uniform Investment Adviser Law Examination
    2026-01-24

View on SEC IAPD

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor