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I-SQUARED WEALTH MANAGEMENT, INC.
CRD 282152
999 RIVERVIEW DRIVE, SUITE 201, TOTOWA, NJ, 07512, United States
Phone
914-522-4170
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.8M
Discretionary AUM
$62.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-02
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $5.5M |
| High net worth individuals | 45 | $57.3M |
All web addresses on file
Official SEC filing: View on IAPD