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| One Advisory Partners LLC
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| |
|---|---|
| CRD # | 161614 |
| SEC # | 801-74388 |
| CIK # | 0001819695 |
| AUM | $203.1 MM (2024-01-18) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 913-663-2376 |
| Address | 5440 W 110th St Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 3.5 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 54.9 |
| (b) Individuals (high net worth individuals) | 71 | 147.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 203.1 |
| By Discretionary | ||
| Discretionary | 577 | 203.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 203.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.1 | |
| Total | 577 | 203.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001819695] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
One Advisory Partners LLC
✚
|
KS | 0.2 |
|
Sanders Booze Capital Advisors LLC
✚
|
KS | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Abundance Inc
✚
|
PA | 0.2 |
|
Cimarron Wealth Management Inc
✚
|
CO | 0.2 |
|
CGI Plan Advisors Inc
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|
PA | 0.2 |
|
PFG Private Wealth Management LLC
✚
|
FL | 0.2 |
|
Bluepath Capital Management LLC
✚
|
GA | 0.2 |
|
O'Connor Financial Group LLC
✚
|
IL | 0.2 |
|
Voyager Capital Management LLC
✚
|
WI | 0.2 |
|
Olistico Wealth LLC
✚
|
OK | 0.2 |
|
New Century Financial Group LLC
✚
|
NJ | 0.2 |
|
Avery Wealth Inc
✚
|
MI | 0.2 |