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One + One Wealth Management, LLC

● SEC registered since 2020CRD 310906SEC# 801-119677Jupiter, FL
Export (members)
Reg. AUM
$383M
Employees
5
Accounts
793
Location
Jupiter, FL

About One + One Wealth Management

One + One Wealth Management serves individual investors and business owners with investment solutions, analysis, and planning capabilities. It takes an innovative approach aimed at financial peace of mind for clients nationwide.
Summary based on the firm’s website.

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
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 $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

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

Regulatory AUM

$383M▲ 41%
Mar '25 — $270.9MApr '25 — $270.9MMay '25 — $270.9MJun '25 — $270.9MJul '25 — $270.9MAug '25 — $270.9MSep '25 — $270.9MOct '25 — $270.9MNov '25 — $270.9MDec '25 — $270.9MJan '26 — $270.9MFeb '26 — $383MMar '26 — $383MApr '26 — $383MMay '26 — $383MJun '26 — $383MJul '26 — $383MAug '26 — $383MSep '26 — $383M
Mar '25Form ADV, monthlySep '26

How this firm compares

Regulatory AUMTop 55%
Larger than 45% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers

Assets under management

$383Mregulatory AUM
Discretionary $349.4MNon-discretionary $33.6M