ONE + ONE WEALTH MANAGEMENT, LLC

CRD 310906File 801-119677

APPROVED

Retail clients

Custody

Filing as of Feb 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$383.0M

Below cohort median (national)

Discretionary AUM

$349.4M

Non-discretionary $33.6M

Clients

251

793 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 23, 2020
Principal office: 1061 E. INDIANTOWN ROAD, SUITE 300, JUPITER, FL, 33477
Phone: 561-972-4913
Website: https://oneplusonewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $383.0M
Discretionary AUM: $349.4M
Non-discretionary AUM: $33.6M
Discretionary accounts: 757
Non-discretionary accounts: 36
Total accounts: 793
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$23K
Charitable organizations	Fewer than 5	$5.6M
High net worth individuals	106	$322.7M
Pension and profit sharing plans	Fewer than 5	$9.1M
Individuals (other than high net worth individuals)	145	$45.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.