What One+One Wealth Management does

One+One Wealth Management (legally One + One Wealth Management, LLC) is a SEC-registered investment adviser headquartered at 1061 E Indiantown Rd, Suite 300, Jupiter, Florida. The firm provides wealth management and financial planning services to high-net-worth individuals, families, and business owners nationwide, operating from a single South Florida office. Its core offering combines active portfolio management (marketed as "Optimal Investing") with strategic planning, drawing on the proprietary ONE+ONE Method that emphasizes managing drawdown risk rather than optimizing raw returns. The team is small — five named professionals, including Managing Partners Frank L. Maurno (Chief Planning Officer, CFP) and Keith Dubauskas (Chief Investment Officer, MBA, CMT), Partner Carolyn A. Sipperley (WMS), and Financial Advisors Eric J. Breitenbach Jr. (MSEL, AIF) and David S. Bone (MBA). Advisors collectively hold CFP, CMT, AIF, WMS, and other designations and bring tenure from Raymond James, Legg Mason, SunTrust, NYU Stern, and the University of Miami.

The product set spans tax analysis and planning, business valuation (via a seven-step process using BizEquity's patented algorithms and 24 Big Business Data Sources), employee benefits and retirement plan administration (401(k), Profit-Sharing, Cash Balance Plans, ESOPs), and business succession planning. A differentiated financing product, Box Spread Loans, is offered in partnership with SyntheticFi at rates of 3.81%-4.58% (as of August 2025) with terms up to 5.5 years, providing portfolio-secured liquidity with noted tax advantages. Operational infrastructure is built on Schwab (custody and Schwab Alliance security), Orion Advisor (client portal), and BizEquity (valuation). Customer acquisition is driven by SEO/content marketing via an extensive blog, email newsletters, and a referral network of estate planning attorneys and CPAs.

The business model is a recurring AUM-based advisory fee structure typical of fiduciary RIAs, with annual billing cadence; pricing is quote-based and not publicly disclosed. The firm serves two primary client segments — individual investors and business owners — with tailored solutions including tax minimization, retirement planning, estate planning, charitable structures (CRUT, ILIT), and business exit/succession planning. As of the available data, no acquisitions, funding rounds, leadership changes, regulatory actions, or restructuring events are disclosed, and the company remains privately held by its founding partners.

Name

One+One Wealth Management

Legal name

One + One Wealth Management, LLC

Website

https://oneplusonewealth.com

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

1–10 employees

Short description

Boutique SEC-registered investment adviser based in Jupiter, Florida, providing wealth management, active portfolio management, tax planning, business valuation, and box spread loan financing to high-net-worth individuals and business owners nationwide.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Retirement planning
• Estate planning

Headquarters

HQ city

Jupiter

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Advisory Fee (AUM-based): One+One Wealth Management operates as a registered investment adviser, generating revenue through advisory fees based on assets under management (AUM). As a fiduciary firm, they provide investment management and strategic wealth planning services. The firm is registered with the SEC and transacts business only in states where properly registered.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

One+One Wealth Management is a registered investment adviser providing comprehensive wealth management, investment management, and strategic financial planning services to individual investors, families, and business owners. Core offerings combine active portfolio management focused on drawdown-risk reduction with tax planning, retirement planning, estate planning, business valuation, employee benefits administration, and Box Spread Loan financing solutions.

Product overview

One+One Wealth Management is a registered investment adviser offering a unified wealth management platform for individual investors and business owners in South Florida. The core offering combines Optimal Investing (active portfolio management with drawdown risk focus), Planning Services (retirement and strategic planning), and Tax Analysis & Planning into an integrated service. Specialized offerings include Business Valuation (powered by BizEquity with patented algorithms analyzing 24 data sources), Employee Benefits (401k, Cash Balance Plans, ESOPs), Box Spread Loans (portfolio-backed financing via SyntheticFi), and Business Succession Planning. The company operates nationwide with operations based in Jupiter, FL, serving high-net-worth individuals and business owners seeking comprehensive financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Optimal Investing Active portfolio management approach that replaces traditional asset allocation with dynamic risk management focused on managing portfolio drawdown rather than solely optimizing returns, using value stocks, commodities, and strategic asset allocation with tactical overlays.
• Planning Services
• Business Valuation
• Employee Benefits
• Tax Analysis & Planning
• Box Spread Loans
• Business Succession Planning

Quantifiable outcome

• Clients can shelter over $300,000 of income from taxation through 401(k) and Cash Balance plans
• +2 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Four partnerships are on record, tiered core and supporting.

• SyntheticFicoreTechnology or IntegrationSyntheticFi provides the Box Spread Loan financing platform used by One+One for their innovative lending solution. Clients access current rates through the SyntheticFi platform at app.syntheticfi.com.
• Orion AdvisorsupportingTechnology or IntegrationOrion Advisor provides the client login portal and practice management platform for One+One clients to access their accounts and documents.
• BizEquitysupportingTechnology or IntegrationBusiness valuation tool powered by BizEquity technology utilizing patented algorithms and data from 24 big business data sources to provide accurate business valuations.
• Estate Planning Attorneys and CPAscoreStrategic or Co-development PartnerStrategic partnerships with estate planning attorneys and CPAs who collaborate with One+One on comprehensive financial plans for clients. The firm works with client's existing legal and tax professionals to ensure coordinated planning.

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Buckingham Strategic Wealth: RIA specializing in goals-based financial planning and evidence-based portfolio management for HNW clients. Comparable fiduciary, planning-centric model with similar focus on tax and retirement planning.
• Creative Planning: Large national RIA offering comprehensive financial planning, investment management, and tax services to HNW individuals and business owners. Closely comparable in service breadth and target client profile, though at significantly larger scale.
• Mariner Wealth Advisors: National RIA focused on comprehensive wealth advisory for business owners, HNW families, and institutions. Comparable integrated planning plus investment management offering and similar emphasis on business succession and exit planning.
• Carson Wealth: RIA serving business owners and HNW individuals with emphasis on business succession, exit planning, and integrated wealth management. Closely aligned with One+One's business owner segment focus.
• Sequoia Financial Group: RIA offering comprehensive wealth management, tax planning, and business advisory services to HNW clients. Comparable multi-disciplinary service model targeting business owners and affluent individuals.
• Savant Wealth Management: Mid-sized RIA providing financial planning, investment management, and tax services to individuals and business owners. Similar fiduciary model and integration of planning with active portfolio management.
• Heritage Financial Services: Boutique RIA specializing in business owner advisory including succession planning, ESOPs, and 401(k) administration. Strong overlap with One+One's employee benefits and business succession offerings.

Broad incumbents

• Focus Financial Partners: Leading RIA roll-up platform (now part of CD&R) acquiring and partnering with boutique wealth managers nationwide. Represents both a competitive threat and a potential strategic exit or partnership path for One+One.
• Personal Capital (Empower): Digital-first wealth management platform (now part of Empower Retirement) combining technology tools with human advisors for HNW clients. Represents the technology-enabled advisory model competing for the same demographic.
• Schwab Intelligent Portfolios: Automated advisory service from Charles Schwab (One+One's custodian partner) offering low-cost portfolio management. Represents the fee-compression competitive threat in the retail advisory space.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/one-one-wealth-management-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about One+One Wealth Management