{"url":"https://nivawealth.com/firms/one-one-wealth-management-310906","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310906","regulatoryAum":382956903,"crd":"310906","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7296021","suffix":null,"lastName":"Bone","firstName":"David","middleName":"Sheridan"},{"crd":"5383894","suffix":"JR","lastName":"BREITENBACH","firstName":"ERIC","middleName":"JOHN"},{"crd":"2539511","suffix":null,"lastName":"DUBAUSKAS","firstName":"KEITH","middleName":"ANTHONY"},{"crd":"2653683","suffix":"III","lastName":"MAURNO","firstName":"FRANK","middleName":"LOUIS"},{"crd":"2758344","suffix":null,"lastName":"SIPPERLEY","firstName":"CAROLYN","middleName":"ANN"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-08","regulatoryAum":195482887,"clients":171,"employees":5,"offices":1},{"filedOn":"2022-07-13","regulatoryAum":239026611,"clients":196,"employees":5,"offices":1},{"filedOn":"2023-02-01","regulatoryAum":229692740,"clients":202,"employees":4,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":246000000,"clients":221,"employees":5,"offices":1},{"filedOn":"2025-05-16","regulatoryAum":270914000,"clients":226,"employees":5,"offices":1},{"filedOn":"2026-09-21","regulatoryAum":382956903,"clients":251,"employees":5,"offices":1}],"secFileNumber":"801-119677","legalName":"One + One Wealth Management, LLC","displayName":"One + One Wealth Management","slug":"one-one-wealth-management-310906","website":"https://oneplusonewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/310906/6605c0d1d3483820-r1.webp","tone":"dark","width":1820,"height":200,"sourceUrl":"https://www.oneplusonewealth.com/","sourceLabel":"ONE + ONE Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/one-one-wealth-management-llc/","founded":"2020","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1061 E. 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Indiantown Road, Suite 300","city":"Jupiter","headquarters":true}]}],"brochureServices":["education planning","estate planning","financial planning","insurance","retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"561-972-4913","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":17},{"label":"Derivatives","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":68},{"label":"Cash and cash equivalents","percent":11},{"label":"Other","percent":3,"detail":"Non Exchange Traded Equity,us Govt Bonds,us State & Local Bonds"}],"privateFunds":0},"sources":{"adv1FilingDate":"21 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/310906/PDF/310906.pdf","brochureDate":"21 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058516","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does One + One Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does One + One Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does One + One Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does One + One Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does One + One Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns One + One Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does One + One Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is One + One Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact One + One Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 21 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}