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, SEC-registered RIA organized as an LLC and operating as an individual-owned advisory business. The firm focuses on wealth and portfolio management for individuals, families and small businesses and also acts as a capital allocator by selecting third‑party managers on clients’ behalf. Its compensation mix includes asset-based fees alongside hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory services documented include discretionary portfolio management for individuals/small businesses and the selection of other advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1
Keith Dubauskas
CIO & Managing PartnerCRD 2539511
Contacts
3 of 4
Carolyn Sipperley
PartnerCRD 2758344
Frank Maurno
Senior Financial PlannerCRD 2653683
David Bone
Financial AdvisorCRD 7296021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$200M in ETFs
56%
$112M
30%
$88.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALPHADROID DEFENSIVE SECTOR ROTATION ETF (EZRO) | $16.3M | 638,279 | 8.15% |
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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