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ALLSQUARE WEALTH MANAGEMENT, LLC

CRD 153591 · SEC 801-71675

Visit website

200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203, United States

Phone

(518) 456-8900

Fax

(518) 456-8922

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$307.8M

Discretionary AUM

$307.8M

Team

5 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals356$97.0M
High net worth individuals80$190.0M

States served

AZ, MA, NY, NC, SC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD