|
⚲
|
| Keyboard |
| One Life Financial Group Inc
✚
|
|
|---|---|
| CRD # | 281792 |
| SEC # | 801-136206 |
| CIK # | |
| AUM | 118.0 M (2026-04-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 763-251-8040 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 136 | 31.1 |
| (b) Individuals (high net worth individuals) | 64 | 86.9 |
| (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 | 0.0 |
| (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 | 588 | 118.0 |
| By Discretionary | ||
| Discretionary | 588 | 118.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 588 | 118.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.0 | |
| Total | 588 | 118.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Terrafirma Wealth Partners LLC
✚
|
CA | 118.5 M |
|
Smith & Co Advisory LLC
✚
|
TN | 118.5 M |
|
Tone Capital LLC
✚
|
VA | 118.3 M |
|
LCV Management LP
✚
|
118.2 M | |
|
CS Advisors Inc
✚
|
FL | 118.0 M |
|
Crosspoint Capital Strategies LLC
✚
|
CA | 118.0 M |
|
GVS Financial Group Inc
✚
|
118.0 M | |
|
Ark Wealth Advisors LLC
✚
|
CA | 118.0 M |
|
Wealth Engineers LLC
✚
|
CO | 117.6 M |
|
Kinnamon & Associates Ltd II
✚
|
IL | 117.6 M |