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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith crest
- Established Date
- 10-23-2020
- Office Locations
- 1
Office Locations
About ONE + ONE Wealth Management, LLC
One+One Wealth is a South Florida-based, nationwide RIA serving individual investors and business owners. The firm combines portfolio construction with sophisticated planning (wealth, retirement and estate) and risk management, using mutual funds and ETFs and accessing alternatives such as private equity, real estate and hedge funds. Client assets are custodied at Charles Schwab, and the team uses Orion.
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Owner & Executives
KEITH ANTHONY DUBAUSKAS
Chief Compliance Officer, Financial Advisor, Managing Partner
- CRD
- #2539511
- Ownership
- 50% but less than 75%
FRANK LOUIS MAURNO III
Financial Advisor, Managing Partner
- CRD
- #2653683
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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David Sheridan Bone
Financial Advisor
- CRD
- #7296021
ERIC JOHN BREITENBACH JR
Financial Advisor
- CRD
- #5383894
Foundation beacon
Timber bridge
- CRD
- #14094
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,406,437 | $461,567 |
| Non-Discretionary | $33,550,466 | $931,957 |
| Total | $382,956,903 | $482,922 |
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Separately Managed Accounts
Total SMA Asset: $382,956,903
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,838,012,311 | 28.7% |
| Equity - Exchange | $1,978,905,240 | 30.9% |
| Cash | $864,570,251 | 13.5% |
| Other | $1,088,718,093 | 17.0% |
| Derivatives | $634,018,184 | 9.9% |
| Total | $6,404,224,079 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS MERIDIAN CREST | PRIME EAGLE | DE3YQ97W8 | POYTM | 9.70% | $113,585,370 |
| CAPITAL INSIGHT BEACON | PEAK INSIGHT | NY6TKV7ZQ | UXDF | 6.05% | $16,893,113 |
| CREST MATRIX | ALPHA ALPHA | CIEXCRV7N | YMFLY | 4.95% | $44,917,424 |
| OPTIMA HARBOR | VECTOR MERIDIAN | UD33T38E9 | WDN | 6.58% | $81,638,762 |
| CAPITAL ALPHA | HARBOR WAVE | QLJIGGAKK | EITPW | 4.37% | $50,111,899 |
| PRIME INSIGHT | MATRIX PRIME | M46BSASHM | ZTP | 3.60% | $40,712,926 |
| INSIGHT CREST | UNISON RADIAL | YB7VBGFO1 | ZRGWV | 9.19% | $52,687,255 |
| LEGACY EMBER | CAPITAL MOMENTUM | URIXJ5SWH | KINZ | 1.87% | $113,426,481 |