One Life Financial Group, Inc.
● SEC registered since 2026CRD 281792SEC# 801-136206
Reg. AUM
$118M
Employees
6
Accounts
588
Location
—
One Life Financial Group, Inc. assets under management
One Life Financial Group, Inc. is an SEC-registered investment adviser. The firm has been registered since 2026. It reports $118 million in regulatory assets under management and employs 6 people.
One Life Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Westfall Lahr Control | Chief Compliance Officer/President | Over 75% | 2015 |
Frequently asked questions
How much does One Life Financial Group, Inc. manage?
One Life Financial Group, Inc. reports $118 million in regulatory assets under management on its Form ADV.
How many employees does One Life Financial Group, Inc. have?
One Life Financial Group, Inc. reports 6 employees.
Does One Life Financial Group, Inc. disclose fund performance?
One Life Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 763-251-8040 |
| Fax | 612-395-5489 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$118Mregulatory AUM
Discretionary $118M