ONE + ONE WEALTH MANAGEMENT, LLC
CRD #310906 SEC #801-119677 JUPITER, FL 561-972-4913
SEC Registered
Total AUM
$270.9M
Discretionary
$255.5M
Employees
5
Clients
--
Accounts
692
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $270.9M | $255.5M | $15.4M | 5 | 0 |
| May 2025 | $270.9M | $255.5M | $15.4M | 5 | 0 |
| Apr 2025 | $270.9M | $255.5M | $15.4M | 5 | 0 |
| Mar 2025 | $270.9M | $255.5M | $15.4M | 5 | 0 |
| Mar 2024 | $246M | $235.6M | $10.4M | 5 | 0 |
| Mar 2024 | $246M | $235.6M | $10.4M | 5 | 0 |
| Sep 2023 | $229.7M | $220.2M | $9.5M | 4 | 0 |
| Feb 2023 | $229.7M | $220.2M | $9.5M | 4 | 0 |
| Sep 2022 | $239M | $229.8M | $9.2M | 5 | 0 |
| Aug 2022 | $239M | $229.8M | $9.2M | 5 | 0 |
| Aug 2022 | $239M | $229.8M | $9.2M | 5 | 0 |
| Jul 2022 | $239M | $229.8M | $9.2M | 5 | 0 |
| Feb 2022 | $239M | $229.8M | $9.2M | 5 | 0 |
| Aug 2021 | $195.5M | $183.2M | $12.3M | 5 | 0 |
| Jun 2021 | $195.5M | $183.2M | $12.3M | 5 | 0 |
| Apr 2021 | $195.5M | $183.2M | $12.3M | 5 | 0 |
| Mar 2021 | $195.5M | $183.2M | $12.3M | 5 | 0 |
| Feb 2021 | $195.5M | $183.2M | $12.3M | 5 | 0 |
| Feb 2021 | $195.5M | $183.2M | $12.3M | 5 | 0 |
| Sep 2020 | $0 | $0 | $0 | 5 | 0 |
DateNov 2025
Total AUM$270.9M
Discretionary$255.5M
Non-Disc.$15.4M
Employees5
Clients0
DateMay 2025
Total AUM$270.9M
Discretionary$255.5M
Non-Disc.$15.4M
Employees5
Clients0
DateApr 2025
Total AUM$270.9M
Discretionary$255.5M
Non-Disc.$15.4M
Employees5
Clients0
DateMar 2025
Total AUM$270.9M
Discretionary$255.5M
Non-Disc.$15.4M
Employees5
Clients0
DateMar 2024
Total AUM$246M
Discretionary$235.6M
Non-Disc.$10.4M
Employees5
Clients0
DateMar 2024
Total AUM$246M
Discretionary$235.6M
Non-Disc.$10.4M
Employees5
Clients0
DateSep 2023
Total AUM$229.7M
Discretionary$220.2M
Non-Disc.$9.5M
Employees4
Clients0
DateFeb 2023
Total AUM$229.7M
Discretionary$220.2M
Non-Disc.$9.5M
Employees4
Clients0
DateSep 2022
Total AUM$239M
Discretionary$229.8M
Non-Disc.$9.2M
Employees5
Clients0
DateAug 2022
Total AUM$239M
Discretionary$229.8M
Non-Disc.$9.2M
Employees5
Clients0
DateAug 2022
Total AUM$239M
Discretionary$229.8M
Non-Disc.$9.2M
Employees5
Clients0
DateJul 2022
Total AUM$239M
Discretionary$229.8M
Non-Disc.$9.2M
Employees5
Clients0
DateFeb 2022
Total AUM$239M
Discretionary$229.8M
Non-Disc.$9.2M
Employees5
Clients0
DateAug 2021
Total AUM$195.5M
Discretionary$183.2M
Non-Disc.$12.3M
Employees5
Clients0
DateJun 2021
Total AUM$195.5M
Discretionary$183.2M
Non-Disc.$12.3M
Employees5
Clients0
DateApr 2021
Total AUM$195.5M
Discretionary$183.2M
Non-Disc.$12.3M
Employees5
Clients0
DateMar 2021
Total AUM$195.5M
Discretionary$183.2M
Non-Disc.$12.3M
Employees5
Clients0
DateFeb 2021
Total AUM$195.5M
Discretionary$183.2M
Non-Disc.$12.3M
Employees5
Clients0
DateFeb 2021
Total AUM$195.5M
Discretionary$183.2M
Non-Disc.$12.3M
Employees5
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0