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One Life Financial Group, Inc.

● SEC registered since 2026CRD 281792SEC# 801-136206
Export (members)
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.
www.onelifefg.comView on SEC.gov ↗

One Life Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian Westfall Lahr ControlChief Compliance Officer/PresidentOver 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

Phone763-251-8040
Fax612-395-5489
Office hours9-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118M
Non-discretionary$0
Total (RAUM)$118M