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Building 2ONE + ONE WEALTH MANAGEMENT, LLC

Map pinJUPITER, FL
Phone561-972-4913
NotebookSEC #801-119677
Total AUM
$383M
Employees
5
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1061 E. INDIANTOWN ROAD
SUITE 300
JUPITER
FL 33477
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-972-4913

ReceiptFinancials

Total AUM
$383M
Accounts
793
Discretionary
$349.4M
Accounts
757
Non-Discretionary
$33.6M
Accounts
36

ContactClients

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Individual Clients
145
AUM
$45.6M
HNW Individual Clients
106
AUM
$322.7M
Pension/Profit Sharing Plan Clients
1
AUM
$9.1M
Charitable Organization Clients
1
AUM
$5.6M
Corporation or Business Clients
1
AUM
$22.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCNENJNYOHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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