One + One Wealth Management, LLC
● SEC registered since 2020CRD 310906SEC# 801-119677Jupiter, FL
Reg. AUM
$383M
Employees
5
Accounts
793
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 $383 million in regulatory assets under management and employs 5 people.
One + One Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Frank Louis Maurno Control | Managing Partner | 50-75% | 2020 |
| Keith Anthony Dubauskas Control | Managing Partner / Chief Compliance Officer | 50-75% | 2020 |
Frequently asked questions
How much does One + One Wealth Management, LLC manage?
One + One Wealth Management, LLC reports $383 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
| Address | 1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477 |
| Phone | 561-972-4913 |
| Fax | 561-556-2338 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$383M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$383Mregulatory AUM
Discretionary $349.4MNon-discretionary $33.6M