Union Square Global Wealth Management
Union Square Global Wealth Management is an SEC-registered wealth manager in San Francisco, CA with $361.2M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Union Square Global Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111776, SEC 801-55304, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $361.2M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 7
- Clients
- 24
- CRD
- 111776
- Ownership
- SCHILLING, ALEXANDER, HAMILTON; BENWARE, BARBARA, LYNN; SCHILLING, LESLIE, TANG; SCHILLING, LESLIE; BENWARE, BARBARA
How much AUM does Union Square Global Wealth Management have?
Union Square Global Wealth Management reported $361.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Union Square Global Wealth Management?
Disclosed owners and executives of Union Square Global Wealth Management include SCHILLING, ALEXANDER, HAMILTON, BENWARE, BARBARA, LYNN, SCHILLING, LESLIE, TANG, SCHILLING, LESLIE, BENWARE, BARBARA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.