ALLSQUARE WEALTH MANAGEMENT, LLC (CRD# 153591) is an SEC-Registered Investment Advisor (RIA), headquartered in Albany, NY. The SEC approved the firm to operate as an RIA in Jul 2010. In Aug 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $193.5 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
ALLSQUARE WEALTH MANAGEMENT, LLC also reported in Aug 2018:
  • 6 employees, with 5 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
ALLSQUARE WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View ALLSQUARE WEALTH MANAGEMENT, LLC's most recent Form ADV filing

ALLSQUARE WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: FL-Jul 2012, LA-Aug 2018, MA-Mar 2018, NH-Jun 2011, NY-Aug 2010 , TX-Jul 2012

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