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ONELEGACY ADVISORS, LLC
CRD 328926
1150 SPRINGHURST DRIVE, SUITE LL 205, GREEN BAY, WI, 54304, United States
Phone
920-250-7220
Fax
920-264-9179
Registration
— (—)
Source
State registered
Total AUM
$5.0M
Discretionary AUM
$5.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $1.8M |
| High net worth individuals | 3 | $3.2M |
All web addresses on file
Official SEC filing: View on IAPD