# OneLegacy Advisors

OneLegacy Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/onelegacy-advisors-llc

## Regulatory record

- **CRD number:** 328926
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328926

## About

OneLegacy Advisors, LLC is a state-registered investment adviser in Green Bay, WI. The firm manages approximately $5 million in regulatory assets. It has 2 employees and 1 investment adviser.

## Questions

### Who runs investment decisions at OneLegacy Advisors?

No principal, CIO, or investment committee member is publicly identified. The office's LLC registration and the absence of a website indicate decision-making remains with the unnamed founding family or its direct appointees.

### How does OneLegacy Advisors source proprietary deal flow?

Sourcing channels are not disclosed, but offices operating without a public brand often rely on direct professional networks, private banking introductions, and long-standing GP relationships cultivated over decades rather than competitive auction processes.

### Does OneLegacy Advisors participate in fund commitments or only direct deals?

No allocation data is public. US single-family offices of this profile commonly blend fund commitments for specialized exposure (venture, buyout, credit) with direct investments in private companies and real estate, but OneLegacy's precise mix is unknown.

### How is OneLegacy Advisors related to any operating company or foundation?

No parent, subsidiary, or philanthropic foundation has been linked to OneLegacy Advisors in public records. The absence of these ties further confirms its narrow mandate as a private wealth-management entity.

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- [Mullett Financial](https://altss.com/profile/mullett-financial-llc)
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Last updated: 2026-07-06T01:24:22.549Z

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