ONE + ONE WEALTH MANAGEMENT, LLC

Overview

One + One Wealth Management, LLC is a fee-based adviser that manages portfolios for individuals and families, with a specialty in direct portfolio management and the selection of third‑party managers. The firm runs a concentrated public markets program dominated by pooled vehicles—public funds and ETFs—while maintaining the flexibility to allocate to external alternative managers when appropriate. Its investment approach blends actively managed and passive exposures, with an emphasis on model-driven ETF allocations evidenced by a top holding in a sector-rotation ETF. The firm operates as a capital allocator, using external advisers and third‑party managers to access private equity, hedge funds and other alternatives alongside its core liquid holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices