One Wild Life Advisors LLC

RIASEC Registered

Total AUM

$40.2M

Discretionary

$38.3M

95% of AUM

Avg account

$150K

Accounts

267

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 333774
Website: www.onewildlifeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.01%
Individuals32.03%
Pension & Profit Sharing Plans0.86%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

One Wild Life Advisors LLC is an independent registered investment adviser operating as a limited liability company that serves both high-net-worth individuals/families and institutional clients. The firm functions as a capital allocator, selecting outside managers and funds in addition to running client portfolios directly. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are flexible: the firm charges asset-based fees and also offers hourly and fixed-fee engagements. One Wild Life Advisors does not identify as an active ESG investor and is not structured as a multi-state adviser.