Allsquare Wealth Management, LLC
● SEC registered since 2010CRD 153591SEC# 801-71675Albany, NY
Reg. AUM
$307.8M
Employees
5
Accounts
835
Location
Albany, NY
Allsquare Wealth Management, LLC assets under management
Allsquare Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Albany, NY. The firm has been registered since 2010. It reports $307.8 million in regulatory assets under management and employs 5 people.
Allsquare Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Douglas Bauer Control | Managing Member / Chief Investment Officer / Chief Compliance Officer | 25-50% | 2010 |
| Douglas James Bauer Control | Managing Member / Chief Executive Officer | 50-75% | 2010 |
Frequently asked questions
How much does Allsquare Wealth Management, LLC manage?
Allsquare Wealth Management, LLC reports $307.8 million in regulatory assets under management on its Form ADV.
How many employees does Allsquare Wealth Management, LLC have?
Allsquare Wealth Management, LLC reports 5 employees.
Where is Allsquare Wealth Management, LLC located?
Allsquare Wealth Management, LLC is based in Albany, NY and has been SEC-registered since 2010.
Does Allsquare Wealth Management, LLC disclose fund performance?
Allsquare Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 Great Oaks Blvd, Suite 219, Albany, NY 12203 |
| Phone | (518) 456-8900 |
| Fax | (518) 456-8922 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1633674 |
| Discloses disciplinary history | No |
Regulatory AUM
$307.8M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$307.8Mregulatory AUM
Discretionary $307.8M