David Sheridan Bone
Investment adviser representative at One + One Wealth Management, LLC
13 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
13 years in the industry.
- One + One Wealth Management, LLCJan 2025 to now
- Bonefide Farms, LLCJan 2020 to now
- Equitable Advisors, LLCSep 2020 to Jan 2025
- Barry UniversityMar 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
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
- 7296021
- Firm CRD
- 310906