Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 |
More Retirement Planning firms in Jupiter, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
Explore More Retirement Advisors in Jupiter, Florida