Allsquare Wealth Management, LLC
Allsquare Wealth Management, LLC is an SEC-registered mass-market adviser in Albany, NY with $307.8M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Allsquare Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 153591, SEC 801-71675, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $307.8M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Albany, NY
- Employees
- 5
- Clients
- 436
- CRD
- 153591
- Ownership
- BAUER, DOUGLAS, JAMES; INTERIM HOLDINGS, LLC; BAUER, DANIEL, DOUGLAS; KOLBER, ALYSSA, MELANIE
How much AUM does Allsquare Wealth Management, LLC have?
Allsquare Wealth Management, LLC reported $307.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Allsquare Wealth Management, LLC?
Disclosed owners and executives of Allsquare Wealth Management, LLC include BAUER, DOUGLAS, JAMES, INTERIM HOLDINGS, LLC, BAUER, DANIEL, DOUGLAS, KOLBER, ALYSSA, MELANIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.