One + One Wealth Management provides portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, financial planning, insurance, and retirement plan services.
One + One Wealth Management reports 251 clients. They include 145 individual clients and 106 high-net-worth individuals. Of its assets, 91.2% ($349M across 757 accounts) are managed with discretion; $33.6M across 36 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 12% |
| High-net-worth individuals | 42% | 84% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 145 | $45.6M | 11.9% | $314K |
| High-net-worth individuals | 106 | $323M | 84.3% | $3.04M |
| Pension and profit-sharing plans | Fewer than 5 | $9.09M | 2.4% | — |
| Charitable organizations | Fewer than 5 | $5.58M | 1.5% | — |
| Corporations and other businesses | Fewer than 5 | $22.6K | 0.0% | — |
| Total | 251 | $383M | 100% | — |
- Clients
- 145
- Regulatory AUM
- $45.6M
- AUM share
- 11.9%
- Avg. per client
- $314K
- Clients
- 106
- Regulatory AUM
- $323M
- AUM share
- 84.3%
- Avg. per client
- $3.04M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.09M
- AUM share
- 2.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $5.58M
- AUM share
- 1.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $22.6K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 251
- Regulatory AUM
- $383M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
One + One Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Generally the greater of $5,000 or 1% of the value of assets contributed to a Section 351 exchange.
- Financial Planning
- Standalone plans are billed at an hourly rate of $250 to $500, or a fixed fee of $2,500 to $50,000.
Frank Maurno owns 50% to 75% of One + One Wealth Management. The leadership team of One + One Wealth Management includes Chief Compliance Officer Keith Dubauskas. It has 5 employees.
Leadership
- Keith DubauskasManaging Partner / Chief Compliance Officer
- Frank MaurnoManaging Partner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- David Sheridan Bone
- Eric John Breitenbach JR
- Keith Anthony Dubauskas
- Frank Louis Maurno III
- Carolyn Ann Sipperley
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- 2 soliciting firms
- Owns 50% to 75% of One + One Wealth Management, LLC
Frank Maurno
Control person · since October 2020
- Owns 50% to 75% of One + One Wealth Management, LLC
Keith Dubauskas
Control person · since October 2020
One + One Wealth Management’s regulatory assets grew 2.0× from $195M (June 2021) to $383M (September 2026); clients rose from 171 to 251 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $383M | 251 | 5 | 1 |
| May 2025 | $271M | 226 | 5 | 1 |
| March 2024 | $246M | 221 | 5 | 1 |
| February 2023 | $230M | 202 | 4 | 1 |
| July 2022 | $239M | 196 | 5 | 1 |
| June 2021 | $195M | 171 | 5 | 1 |
Besides its headquarters, One + One Wealth Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 1061 E. Indiantown Road, Suite 300, JupiterHQ
Contact and registration details
- Legal name
- One + One Wealth Management, LLC
- Headquarters
- 1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477
- Website
- oneplusonewealth.com
- Phone
- 561-972-4913
- @one-one-wealth-management-llc
- SEC file
- 801-119677
- Founded
- 2020
- Structure
- Florida LLC
- Fiscal year end
- December
One + One Wealth Management uses Charles Schwab ($367M) as custodian for its separately managed accounts. One + One Wealth Management has custody of $150M in client assets for 131 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $367M100%
At year end, One + One Wealth Management’s separately managed accounts were mostly in funds (68%) and stocks (17%).
What the accounts hold
- Stocks17%
- Funds68%
- Cash11%
- Other4%
- Non exchange traded equity,us govt bonds,us state & local bonds3%
- Derivatives1%
How many clients does One + One Wealth Management have?
One + One Wealth Management has 251 clients and manages $383 million for them, as of September 2026. They include 145 individual clients and 106 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 September 2026
What services does One + One Wealth Management offer?
One + One Wealth Management provides portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, financial planning, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does One + One Wealth Management use?
One + One Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $367M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 September 2026
How many financial advisors does One + One Wealth Management have?
One + One Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does One + One Wealth Management invest in?
At the end of its last fiscal year, One + One Wealth Management’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 11% cash and equivalents, 3% other and 1% derivatives. The 3% other category is described as: Non Exchange Traded Equity,us Govt Bonds,us State & Local Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns One + One Wealth Management?
One + One Wealth Management’s direct owners are Frank Maurno (50% to 75%) and Keith Dubauskas (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 21 September 2026
How does One + One Wealth Management get paid?
One + One Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is One + One Wealth Management registered with the SEC?
Yes, One + One Wealth Management has been registered with the SEC as an investment adviser since 23 October 2020. Its CRD number is 310906 and its SEC file number is 801-119677.
Source: Form ADV Part 1A, Item 1, filed 21 September 2026; IAPD firm record
How do I contact One + One Wealth Management?
One + One Wealth Management’s main office is at 1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477. Its phone number is 561-972-4913. Its website is oneplusonewealth.com.