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ONE + ONE WEALTH MANAGEMENT, LLC
CRD 310906 · SEC 801-119677
1061 E. INDIANTOWN ROAD, SUITE 300, JUPITER, FL, 33477, United States
Phone
561-972-4913
Fax
561-556-2338
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$383.0M
Discretionary AUM
$349.4M
Team
5 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | $45.6M |
| High net worth individuals | 106 | $322.7M |
States served
CA, GA, NE, NJ, NY, NC, OH, VA, TX, FL
All web addresses on file
- https://oneplusonewealth.com
- https://www.linkedin.com/company/one-one-wealth-management-llc/
- https://www.linkedin.com/in/keith-dubauskas-3977149/
- https://www.linkedin.com/in/frankmaurno/
- https://www.linkedin.com/in/carolynsipperley/
- https://www.linkedin.com/in/eric-breitenbach-jr-msel-aif%C2%AE-8a530719a/
- https://www.linkedin.com/in/david-bone-mba/
Official SEC filing: View on IAPD