# Allsquare Wealth Management, LLC

> Allsquare Wealth Management, LLC is an SEC-registered investment advisory firm in Albany, NY, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 153591
- Filed as: ALLSQUARE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153591
- AdvisorCensus page: https://advisorcensus.com/firm/allsquare-wealth-management-llc-albany-ny-153591

## Quick answers

**How is Allsquare Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Allsquare Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Allsquare Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 4, 2026 states: Flat fee: $500 to $2,000 (financial planning and consulting services); Hourly rate: $100 to $300 an hour (financial planning and/or consulting services); Flat fee: $50 to $4,000 (Tax returns). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Allsquare Wealth Management, LLC located?**
Allsquare Wealth Management, LLC's principal office is in Albany, NY, according to its Form ADV.

**Is Allsquare Wealth Management, LLC registered with the SEC or a state?**
Allsquare Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 153591.

**How much does Allsquare Wealth Management, LLC manage?**
Allsquare Wealth Management, LLC reports $307,849,658 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Allsquare Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Allsquare Wealth Management, LLC: Regulatory assets under management: $250,000,000 in the October 2021 data and $307,849,658 in the October 2026 data, up 23%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Allsquare Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (356); high net worth individuals (80).

**Which custodians does Allsquare Wealth Management, LLC use?**
Allsquare Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Allsquare Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153591

**Does Allsquare Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 4, 2026 says: "AllSquare Wealth does not require a minimum account size."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Account minimum: None

> AllSquare Wealth does not require a minimum account size.

- Flat fee: $500 to $2,000 (financial planning and consulting services)

> These fees are negotiable, but generally range from $500 to $2,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services

- Hourly rate: $100 to $300 an hour (financial planning and/or consulting services)

> These fees are negotiable, but generally range from $500 to $2,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services

- Flat fee: $50 to $4,000 (Tax returns)

> Tax returns are charged at a flat rate, ranging from $50 to $4,000, depending on complexity. Fees are invoiced upon completion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $307,849,658
- Discretionary: $307,849,658
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 356 | $97,028,295 |
| High net worth individuals | 80 | $190,002,260 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,824,267 |
| Charitable organizations | Fewer than 5 | $18,994,836 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, MA, NC, NY, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allsquarewealth.com
- LinkedIn @allsquare-wealth-management-llc
- X @allsquarewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $250,000,000 | 6 | February 16, 2021 |
| October 2022 | $257,596,083 | 6 | September 12, 2022 |
| October 2023 | $254,018,321 | 5 | September 7, 2023 |
| October 2024 | $268,990,739 | 5 | March 21, 2024 |
| October 2025 | $284,817,271 | 5 | March 27, 2025 |
| October 2026 | $307,849,658 | 5 | May 15, 2026 |

Regulatory assets under management: $250,000,000 in the October 2021 data and $307,849,658 in the October 2026 data, up 23%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allsquare Wealth Management, LLC (CRD 153591): Form ADV filing data as of October 2026.