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S SQUARED RETIREMENT SOLUTIONS LLC
S SQUARED WEALTH MANAGEMENT LLC
CRD 173297
170 CHANGEBRIDGE RD, UNIT D5-1, MONTVILLE, NJ, 07045, United States
Phone
862-251-4700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$60.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $7.0M |
| High net worth individuals | 48 | $53.0M |
All web addresses on file
Official SEC filing: View on IAPD