LIGHTSQUARE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$203,537,151
Discretionary
$199,852,231
Non-discretionary
$3,684,920
Firm details
- CRD number
- 324958
- SEC file number
- 801-128092
- Main office
- BINGHAM FARMS, MI, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.