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
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 organized as a limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its fee model includes asset‑based fees alongside hourly and fixed‑fee arrangements. The firm does not describe itself as an active ESG investor and operates from a single office.