Skip to main content

OBJECTIVITY SQUARED, LLC

Doing business as OBJECTIVITY SQUARED WEALTH MANAGEMENT. SEC Form ADV profile.

Total regulatory AUM
$487,755,992
Discretionary
$487,755,992
Non-discretionary
$0

Firm details

CRD number
311052
SEC file number
801-119693
Main office
CHARLESTON, SC, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.