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ALLSQUARE WEALTH MANAGEMENT, LLC
CRD 153591File 801-71675
APPROVED
Retail clients
Custody
Filing as of May 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$307.8M
Below cohort median (national)
Discretionary AUM
$307.8M
Clients
436
835 accounts
Employees
5
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 9, 2010
- Principal office
- 200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203
- Phone
- (518) 456-8900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.8M
- Discretionary AUM
- $307.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 835
- Non-discretionary accounts
- 0
- Total accounts
- 835
- AUM per client
- $706K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $19.0M |
| High net worth individuals | 80 | $190.0M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 356 | $97.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.