ALLSQUARE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$307,849,658
Discretionary
$307,849,658
Non-discretionary
$0
Firm details
- CRD number
- 153591
- SEC file number
- 801-71675
- Main office
- ALBANY, NY, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://www.allsquarewealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.