ONE + ONE WEALTH MANAGEMENT, LLC
Adviser information for ONE + ONE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 614 | $235.6M |
| Non-Discretionary | 53 | $10.4M |
| Total | 667 | $246.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 145 | $43.4M |
| HNW Individuals | 76 | $194.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $3.7M |
| Charitable organizations | <5 | $4.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-119677 |
|---|---|
| SEC ERA File Number | 801-119677 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 310906 |
| Legal Entity Identifier | None |
Principal Office
1061 E. INDIANTOWN ROADSUITE 300
JUPITER
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 561-972-4913, Fax: 561-556-2338
Chief Compliance Officer
KEITH DUBAUSKAS
MANAGING PARTNER
1061 E. INDIANTOWN ROAD
SUITE 300
JUPITER
FL
United States
Tel:
561-972-4913
K****@*******************M
(Full email address available in API data)
Regulatory Contact
FRANK MAURNO
MANAGING PARTNER
1061 E. INDIANTOWN ROAD
SUITE 300
JUPITER
FL
United States
Tel:
561-972-4913
F****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MAURNO, FRANK, LOUIS | Individual | – | MANAGING PARTNER | 10/2020 | 50-75% |
| DUBAUSKAS, KEITH, ANTHONY | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | 10/2020 | 50-75% |