One + One Wealth Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$383M
Discretionary
$349M
91% of AUM
Avg account
$483K
Accounts
793
Employees
5
Advisory reps
5

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
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

FINTRX

Overview

One + One Wealth Management, LLC is an independent, SEC-registered advisory firm (registered in 2020) organized as an LLC and owned by an individual. The firm serves individual and family clients, charging fees based on a percentage of assets under management and positioning itself as a capital allocator that combines direct portfolio management for individuals and small businesses with selection of third‑party advisers. It identifies as not being an active ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 68%, Exchange Traded Equities 17%, Cash & Cash Equivalents 11%, Other 3%, Derivatives 1%68%
  • Public Funds/Mutual Funds68%
  • Exchange Traded Equities17%
  • Cash & Cash Equivalents11%
  • Other3%
  • Derivatives1%

Owners & executives

1 of 1
  • Keith Dubauskas

    Keith Dubauskas

    CIO & Managing PartnerCRD 2539511

Contacts

3 of 4
  • Frank Maurno

    Frank Maurno

    Senior Financial PlannerCRD 2653683

  • David Bone

    David Bone

    Financial AdvisorCRD 7296021

  • Eric Breitenbach

    Eric Breitenbach

    Financial AdvisorCRD 5383894

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 56

Active vs passive

$200M in ETFs

Passive

56%

$112M

Active

30%

$88.2M

ETFProviderStyleCategoryValueShares% of portfolio
ALPHADROID DEFENSIVE SECTOR ROTATION ETF (EZRO)$16.3M638,2798.15%
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Location

Primary office

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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