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Eric John Breitenbach

Investment adviser representative at One + One Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$383MFirm assets
5 yearsFirm in business

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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

15 years in the industry.

  1. One + One Wealth Management, LLCMar 2023 to now
  2. Equitable Advisors LLCDec 2021 to Mar 2023
  3. Symmetry Financial GroupMay 2021 to Nov 2021
  4. Coldwell BankerMar 2021 to Feb 2022
  5. College of DupageDec 2013 to Feb 2022
  6. Highland Park PoliceMar 2011 to Jul 2021

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 66 · Uniform Combined State Law2021

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
5383894
Firm CRD
310906
Advisor's SEC record (opens in a new tab)
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