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Frank Louis Maurno

Investment adviser representative at One + One Wealth Management, LLC
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$383MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. One + One Wealth Management, LLCOct 2020 to now
  2. Raymond James & Associates, Inc.Feb 2006 to Nov 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1995

State registrations

Registered as an investment adviser representative in 1 state (FL).

One + One Wealth Management, LLC

$383MAssets managed
251Clients
5Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2653683
Firm CRD
310906
Advisor's SEC record (opens in a new tab)
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