David S. Bone

ONE + ONE WEALTH MANAGEMENT

Jupiter, FL 33477

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CRD#: 7296021

Professional summary

David Sheridan Bone, who also goes by David Bone, is a registered financial advisor currently at ONE + ONE WEALTH MANAGEMENT, LLC located in Jupiter, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. David has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Bone

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Boy Scouts of America, Non investment related,8335 N Military Tri, West Palm Beach, FL 33410, Youth Program, Cub Scout den leader, 8/2024-present, 5hrs a month, none during trading hours. I plan for and execute activities for 10 scouts in my den on Wednesday evenings to help them achieve their next rank. Bonefide Farms LLC: non investment related, 11921 67th pl N, West Palm Beach, FL 33412, chicken farm, owner, 12/2019 to present. 8 hrs a month, none during trading hours. Produce poultry and eggs Bonefide Design LLC, non investment related, 11921 67th pl N, West Palm Beach, FL 33412, 1/2016 to present, Interior Design, Member no responsibility, 0hrs a month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sheridan Bone's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 15, 2025 - Present

ONE + ONE WEALTH MANAGEMENT, LLC

Office #1: 1061 E. Indiantown Road Suite 300, Jupiter, FL 33477

RIA

CRD#: 310906

Jupiter, FL

Past

January 28, 2022 - January 15, 2025

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

November 16, 2020 - January 15, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

O+

ONE + ONE WEALTH MANAGEMENT, LLC

CRD#: 310906 / SEC#: 801-119677

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/26/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/16/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/8/2020

Securities Industry Essentials Examination

Current Firm

O+

ONE + ONE WEALTH MANAGEMENT, LLC

CRD#: 310906 / SEC#: 801-119677

RIA

Registered Investment Advisory firm - (10/23/2020 Approved)

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Contact information

Main Address

1061 E. Indiantown Road Suite 300, Jupiter, FL 33477

Mailing Address

Phone number

(561) 972-4913

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONE + ONE WEALTH MANAGEMENT, LLC ADV BROCHURE (5/16/2025)

Regulatory assets under management

Total Number of Accounts	692
AUM (Assets Under Management)	$ 270,914,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David S. Bone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Sheridan Bone's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE + ONE WEALTH MANAGEMENT, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

ONE + ONE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/26/2022

Series 7TO

Date: 11/16/2020

SIE

Date: 9/8/2020

Current Firm

ONE + ONE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE + ONE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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