firm profile
One + One Wealth Management, LLC
Overview
One + One Wealth Management, LLC is an SEC registered investment adviser based in Jupiter, FL, registered since 2020. It reports $383M in assets under management across 793 accounts, with 5 employees. It has 5 investment adviser representatives.
- Reported AUM
- $383M
- Discretionary
- 91%
- Accounts
- 793
- Average account
- $483K
- Employees
- 5
- Advisory reps
- 5
- Registered since
- 2020
- Jurisdictions
- 10
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 2 of 2
- Frank Louis Maurno III Managing Partner CRD 2653683
- Keith Anthony Dubauskas Managing Partner, Chief Compliance Officer CRD 2539511
Advisory reps 3 of 5
- David Sheridan Bone Insurance Agent · Investment Adviser Rep CRD 7296021
- Eric John Breitenbach Jr. Insurance Agent · Investment Adviser Rep CRD 5383894
- Keith Anthony Dubauskas Investment Adviser Rep CRD 2539511
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1061 E Indiantown Rd Ste 300
Jupiter, FL 33477 - County
- Palm Beach
- Metro area
- Miami-Fort Lauderdale-Pompano Beach, FL
- Region
- South
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: oneplusonewealth.com
Every state, with registration dates
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