LP Profile

One Degree Advisors

Also known as one degree

Wealth ManagerSan Diego, United StatesFounded 2001
$277M
Assets Under Management
San Diego
Headquarters
Investment Focus

About One Degree Advisors

We help you maximize your return on life. Financial advisors for those that want the best life possible with the money they have.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to One Degree Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$489.0M
Total Clients
1,279
Filing Date
May 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to One Degree Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is One Degree Advisors?

One Degree Advisors is a wealth manager based in San Diego, United States, managing approximately $277M in assets.

Where is One Degree Advisors headquartered?

One Degree Advisors is headquartered in San Diego, United States.

How much does One Degree Advisors manage?

One Degree Advisors manages approximately $277M in assets under management.

When was One Degree Advisors founded?

One Degree Advisors was founded in 2001.

How can I contact One Degree Advisors?

Verified contact details, key decision-makers, and investment preferences for One Degree Advisors are available on LPbacked. Create a free account to access them.