One + One Wealth Management, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 310906
- Registered since
- October 23, 2020
- Website
- oneplusonewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.26%
- Individuals11.91%
- Pension & Profit Sharing Plans2.37%
- Charitable Organizations1.46%
- Corporations / Businesses0.01%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
One + One Wealth Management, LLC is an independent, individually owned registered investment adviser that registered with the SEC in 2020. The firm serves individuals and families and positions itself as a capital allocator that constructs portfolios for clients and selects outside managers when appropriate. Its advisory services focus on portfolio management for individuals and small businesses and the selection of other advisers. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities17%
- Cash & Cash Equivalents11%
- Other3%
- Derivatives1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$209M in ETFs
62%
$129M
25%
$79.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AMPLIFY JUNIOR SILVER MINERS ETF (SILJ) | Amplify Investments | Passive | Equity Precious Metals | $19.9M | 730,903 | 9.56% |
Location
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1061 E Indiantown Rd
- Time zone
- ET (UTC-5)
- Office locations
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