ONELEGACY ADVISORS, LLC

ONELEGACY ADVISORS, LLC of GREEN BAY, WI is an SEC-registered investment adviser (CRD 328926). Regulatory assets under management: $5.0M.

Registration

• CRD: 328926
• Type: Registered investment adviser
• Location: 1150 SPRINGHURST DRIVE, GREEN BAY, WI, 54304
• Phone: 920-250-7220
• Latest filing: 2026-04-10
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 2
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: 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 328926 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search