Patrick J. Weber

ONE WEALTH MAP

Sebastian, FL

Some features on this profile are disabled

CRD#: 1832704

Professional summary

Patrick J Weber, who also goes by Patrick Joseph Weber, Patrick Weber, is a registered financial advisor currently at ONE WEALTH MAP, LLC located in Sebastian, Florida.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Patrick has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick Joseph Weber | Patrick Weber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J Weber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 22, 2026 - Present

ONE WEALTH MAP, LLC

RIA

CRD#: 171750

Sebastian, FL

Past

October 17, 2022 - September 20, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PALM BEACH, FL

Past

October 17, 2022 - September 20, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH, FL

Past

March 10, 2022 - October 24, 2022

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

West Palm Beach, FL

Past

January 25, 2022 - October 24, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

West Palm Beach, FL

Past

June 19, 2017 - October 14, 2022

TD AMERITRADE, INC.

RIA

CRD#: 7870

WEST PALM BEACH, FL

Past

June 19, 2017 - October 24, 2022

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

WEST PALM BEACH, FL

Past

June 13, 2017 - October 24, 2022

TD AMERITRADE, INC.

CRD#: 7870

WEST PALM BEACH, FL

Past

June 13, 2014 - July 13, 2015

TD AMERITRADE, INC.

RIA

CRD#: 7870

OMAHA, NE

Past

June 13, 2014 - July 13, 2015

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

OMAHA, NE

Past

May 20, 2014 - July 13, 2015

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

October 18, 2000 - May 31, 2001

HUNTER WISE SECURITIES, LLC

CRD#: 104193

IRVINE, CA

Past

December 2, 1998 - March 12, 1999

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONE WEALTH MAP, LLC

CRD#: 171750 / SEC#: 801-114697

RIA

Registered Investment Advisory firm - (2/12/2019 Approved)

Texas

Registered Investment Advisory firm - (4/1/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/22/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/12/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/20/2014

General Securities Representative Examination

Current Firm

ONE WEALTH MAP, LLC

CRD#: 171750 / SEC#: 801-114697

RIA

Registered Investment Advisory firm - (2/12/2019 Approved)

Texas

Registered Investment Advisory firm - (4/1/2021 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1980 Festival Plaza Drive Suite 300, Las Vegas, NV 89135

Mailing Address

Phone number

(702) 470-2660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JANUARY 2025 (1/6/2025)

Regulatory assets under management

Total Number of Accounts	1,314
AUM (Assets Under Management)	$ 1,101,210,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Patrick J. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick J Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

HUNTER WISE SECURITIES, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

ONE WEALTH MAP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/12/2014

Series 63

Date: 12/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 5/20/2014

Current Firm

ONE WEALTH MAP, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE WEALTH MAP, LLC

TRUST BUT VERIFY

Similar Advisors