RIA Intel›Advisers›Wisconsin›ONELEGACY ADVISORS, LLC

ONELEGACY ADVISORS, LLC

Advisory

GREEN BAY, WI

Data as of Apr 10, 2026 · Source: SEC Form ADV

Average account
$172K
across 29 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
19
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

ROSALES WEALTH MANAGEMENT LLC
$5M
LIFE'S SANCTUARY FINANCIAL PLANNING, LLC
$5M
TONE FINANCIAL ADVISORS, LLC
$5M
FUTURE FIRST FINANCE, LLC
$5M
CHRISTIANSEN ASSET MANAGEMENT LLC
MEQUON, WI
$5M
-44.9% 1Y
BORGER CAPITAL MANAGEMENT LLC
WAUSAU, WI
$4M

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