RIA Intel›Advisers›Florida›B ONE MANAGEMENT LLC

B ONE MANAGEMENT LLC

Advisory

AVENTURA, FL

Data as of Aug 13, 2026 · Source: SEC Form ADV

Rank in FL

#1,722

of 2,610 advisers by AUM

Average account

$552K

across 72 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 13, 2026.

Total AUM

$40M

Discretionary %

100%

Clients

72

Employees

3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients72

Team

Total Employees3

Investment Advisers3

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, NM, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

72 clients

67 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

ALES29 ADVISORS, INC

$40M

REGISTERED INVESTMENT ADVISORS, LLC

$40M

GLENN MARTIN EISENBERG

NAPLES, FL

$40M

-11.8% 1Y

PRIVILEGED PLANNING INC.

GREEN COVE SPRINGS, FL

$40M

ROYAL PALM INVESTMENT ADVISORS, INC

LONGWOOD, FL

$40M

MAZUELOS & COMPANY, LLC

$40M

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