One Degree Advisors, Inc.
One Degree Advisors, Inc. is an SEC-registered wealth manager in San Diego, CA with $489.0M assets under management (AUM, regulatory AUM), +43% over one year. See who owns One Degree Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170392, SEC 801-79351, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $489.0M (2026-05-08)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 466
- CRD
- 170392
- Ownership
- COLEMAN, AUDREY, ELLEN; THOMPSON, JANICE, ADELE; SAFFER, ANTHONY, LAWRENCE; OKUGAWA, ALEXANDER, EDWARD; LUEBE, JEFF, J
How much AUM does One Degree Advisors, Inc. have?
One Degree Advisors, Inc. reported $489.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns One Degree Advisors, Inc.?
Disclosed owners and executives of One Degree Advisors, Inc. include COLEMAN, AUDREY, ELLEN, THOMPSON, JANICE, ADELE, SAFFER, ANTHONY, LAWRENCE, OKUGAWA, ALEXANDER, EDWARD, LUEBE, JEFF, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.