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Home > Retirement Planners > florida > jupiter > ONE + ONE WEALTH MANAGEMENT, LLC
ONE + ONE WEALTH MANAGEMENT, LLC
1061 E. Indiantown Road
Suite 300
Jupiter, Florida 33477
Tel: 561-972-4913
About ONE + ONE WEALTH MANAGEMENT, LLC
ONE + ONE WEALTH MANAGEMENT, LLC, formally registered with the SEC as ONE + ONE WEALTH MANAGEMENT, LLC. The firm was established in 10/23/2020. They have over 1 offices throughout the country.
ONE + ONE WEALTH MANAGEMENT, LLC is a Jupiter, Florida based Financial Planning firm with nearly $270,914,000 assets under management, offering retirement planning & investment advisory services to 692 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310906 |
| SEC# | 801-119677 |
| Assets Managed by Firm | $270,914,000 |
| No. of Clients | 692 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 692 | $270,914,000 |
| Individuals (other than high net worth individuals) | 142 | $40,041,000 |
| High net worth individuals | 84 | $223,005,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,563,000 |
| Charitable organizations | Fewer than 5 clients | $4,255,000 |
| Corporations or other businesses | Fewer than 5 clients | $50,000 |
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