ONEMONEY

ONEMONEY of LA JOLLA, CA is an SEC-registered investment adviser (CRD 155391). Regulatory assets under management: $7.0M.

Registration

• CRD: 155391
• Type: Registered investment adviser
• Location: 7449 GIRARD AVENUE, LA JOLLA, CA, 92037
• Phone: (858) 232-2524
• Latest filing: 2026-03-06
• Regulatory AUM: $7.0M
• Non-discretionary AUM: $7.0M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search