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ONE ADVISORY PARTNERS, LLC
CRD 161614 · SEC 801-74388
5440 W 110TH ST., OVERLAND PARK, KS, 66211, United States
Phone
913-663-2376
Fax
913-273-2746
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.5M
Discretionary AUM
$369.5M
Team
11 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $92.7M |
| High net worth individuals | 101 | $275.8M |
States served
CA, CO, KS, NE, NC, OR, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD