One + One Wealth Management, LLC

One + One Wealth Management, LLC (CRD# 310906) is a financial advisory firm headquartered in Jupiter, FL. They manage $246,000,000 in 667 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477
https://oneplusonewealth.com
By the Numbers
  • Total Assets Under Management
    246
    MILLION
  • Total Number of Accounts
    667
    ACCOUNTS
  • Average Account Value
    $368,816
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, NE, NJ, NY, TX, VA

Financial Advisors at One + One Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Keith Dubauskas, financial advisor Jupiter FL
Keith A. Dubauskas
CRD#: 2539511
1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477

Keith Dubauskas (CRD# 2539511) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 11 years of experience in the finance industry.

2
Frank Maurno, financial advisor Jupiter FL
Frank L. Maurno
CRD#: 2653683
1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477

Frank Maurno (CRD# 2653683) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 28 years of experience in the finance industry.

3
Carolyn Sipperley, financial advisor Jupiter FL
Carolyn A. Sipperley
CRD#: 2758344
1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477

Carolyn Sipperley (CRD# 2758344) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 19 years of experience in the finance industry.

4
Eric Breitenbach, financial advisor Jupiter FL
Eric J. Breitenbach
CRD#: 5383894
1061 E. Indiantown Road, Suite 300, Jupiter, FL 33477

Eric Breitenbach (CRD# 5383894) is an Investment Advisor Representative working at One + One Wealth Management, LLC in Jupiter, FL and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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