One + One Wealth Management, Llc
- Regulatory AUM
- $383M
- Discretionary
- $349M
- Clients
- 251
- Avg AUM / client
- $1.5M
- Accounts
- 793
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 145 | $45.6M | 11.9% |
| High net worth individuals | 106 | $323M | 84.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.1M | 2.37% |
| Charitable organizations | Fewer than 5 clients | $5.6M | 1.46% |
| Corporations and other businesses | Fewer than 5 clients | $22.6K | 0.01% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Frank Louis Maurno | Managing Partner | CFP | Oct 2020 (6y) | 50% – 75% |
| Keith Anthony Dubauskas | Managing Partner/Chief Compliance Officer | Oct 2020 (6y) | 50% – 75% | |
| Carolyn Ann Sipperley | Registered representative | Nov 2020 (6y) | ||
| Eric John Breitenbach | Registered representative | Mar 2023 (3y) | ||
| David Sheridan Bone | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/10/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $367M (96% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 10, 2026.
View current Form ADV (SEC/IAPD) ↗