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OBJECTIVITY SQUARED WEALTH MANAGEMENT
OBJECTIVITY SQUARED, LLC
CRD 311052 · SEC 801-119693
701 EAST BAY STREET, SUITE 403, CHARLESTON, SC, 29403, United States
Phone
(843) 212-2805
Fax
855-256-6267
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$487.8M
Discretionary AUM
$487.8M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 126 | $87.9M |
| High net worth individuals | 55 | $329.2M |
States served
CA, GA, NE, NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD