Data / Investment advisers / Florida / One + One Wealth Management, LLC
One + One Wealth Management, LLC, Jupiter, FL: $383 million AUM, SEC registered investment adviser
One + One Wealth Management, LLC is an SEC registered investment adviser with its main office in Jupiter, Florida and reports $383 million in regulatory assets under management in its Form ADV filed September 21, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 310906
- SEC file number
- 801-119677
- SEC status
- Approved, effective October 23, 2020
- Main office
- 1061 E. Indiantown Road Suite 300, Jupiter, FL 33477
- Phone
- (561) 972-4913
- Website
- oneplusonewealth.com
- Regulatory AUM
- $382,956,903 in the Form ADV filed September 21, 2026
- Discretionary AUM
- $349,406,437
- Non discretionary AUM
- $33,550,466
- Accounts
- 793
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 106 | $322.7 million |
| Individuals (other than high net worth individuals) | 145 | $45.6 million |
| Pension and profit sharing plans | Fewer than 5 | $9.1 million |
| Charitable organizations | Fewer than 5 | $5.6 million |
| Corporations or other businesses | Fewer than 5 | $22,639 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $383 million | February 10, 2026 |
| December 1, 2025 | $270.9 million | November 3, 2025 |
Other advisers in Jupiter
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Slatestone Wealth LLC | Jupiter | $1.76 billion | Not listed | adviserinfo.sec.gov |
| Inlet Private Wealth, LLC | Jupiter | $608.1 million | Not listed | adviserinfo.sec.gov |
| Daher Capital Group, LLC | Jupiter | $490 million | Not listed | adviserinfo.sec.gov |
| Cayside Partners | Jupiter | $438 million | 1 | adviserinfo.sec.gov |
| Core Wealth Management, Inc. | Jupiter | $404.7 million | Not listed | adviserinfo.sec.gov |
| Aft, Forsyth and Company, Inc. | Jupiter | $258.6 million | Not listed | adviserinfo.sec.gov |
| Blackridge Asset Management, LLC | Jupiter | $216.7 million | Not listed | adviserinfo.sec.gov |
| Urs Advisory | Jupiter | $200.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Jupiter, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- One + One Wealth Management, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.