One + One Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jupiter, FL. Its latest Form ADV filing, dated February 10, 2026, reports $383M in regulatory assets under management, 5 employees, and 793 accounts.
Assets Under Management
$383M
Employees
5
Offices
--
Total Clients
251
Primary office
JUPITER, FL
1061 E. INDIANTOWN ROAD, SUITE 300, JUPITER, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.8% of total clients.
Top client categories% of clientsClients
1
Individuals
57.8%
145
2
HNWI
42.2%
106
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$383Mas of February 10, 2026
Discretionary91.2%
$349M
91% of total RAUM91.2%
Non-discretionary8.8%
$34M
9% of total RAUM8.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$383M
Total Accounts793
10Y AUM Change+$383M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee50:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.