Objectivity Squared Wealth Management
Objectivity Squared Wealth Management is an SEC-registered wealth manager in Charleston, SC with $487.8M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Objectivity Squared Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311052, SEC 801-119693, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $487.8M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Charleston, SC
- Employees
- 6
- Clients
- 181
- CRD
- 311052
- Ownership
- HOLMES, NICHOLAS, C; OPOULOS, ALEXANDER
How much AUM does Objectivity Squared Wealth Management have?
Objectivity Squared Wealth Management reported $487.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Objectivity Squared Wealth Management?
Disclosed owners and executives of Objectivity Squared Wealth Management include HOLMES, NICHOLAS, C, OPOULOS, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.