← Tributary

ONE + ONE WEALTH MANAGEMENT, LLC

JUPITER, FL · CRD 310906 · IAPD ↗ · oneplusonewealth.com · 561-972-4913

$383.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — ONE + ONE WEALTH MANAGEMENT, LLC notice-filed in NC, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2026 — ONE + ONE WEALTH MANAGEMENT, LLC reported RAUM up 41% ($270.9M -> $383.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.