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One + One Wealth Management, LLC

● SEC registered since 2020CRD 310906SEC# 801-119677Jupiter, FL
Export (members)
Reg. AUM
$270.9M
Employees
5
Accounts
692
Location
Jupiter, FL

One + One Wealth Management, LLC assets under management

One + One Wealth Management, LLC operates as an SEC-registered investment adviser based in Jupiter, FL. The firm has been registered since 2020. It reports $270.9 million in regulatory assets under management and employs 5 people.

One + One Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Frank Louis Maurno ControlManaging Partner50-75%2020
Keith Anthony Dubauskas ControlManaging Partner / Chief Compliance Officer50-75%2020

Frequently asked questions

How much does One + One Wealth Management, LLC manage?

One + One Wealth Management, LLC reports $270.9 million in regulatory assets under management on its Form ADV.

How many employees does One + One Wealth Management, LLC have?

One + One Wealth Management, LLC reports 5 employees.

Where is One + One Wealth Management, LLC located?

One + One Wealth Management, LLC is based in Jupiter, FL and has been SEC-registered since 2020.

Does One + One Wealth Management, LLC disclose fund performance?

One + One Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477
Phone561-972-4913
Fax561-556-2338
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$255.5M
Non-discretionary$15.4M
Total (RAUM)$270.9M