# L Squared Wealth Management

> L Squared Wealth Management is a state-registered investment advisory firm in San Diego, CA, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 170468
- Filed as: L SQUARED WEALTH MANAGEMENT
- Legal name: L Squared Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170468
- AdvisorCensus page: https://advisorcensus.com/firm/l-squared-wealth-management-san-diego-ca-170468

## Quick answers

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

**Where is L Squared Wealth Management located?**
L Squared Wealth Management's principal office is in San Diego, CA, according to its Form ADV.

**Is L Squared Wealth Management registered with the SEC or a state?**
L Squared Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170468.

**How much does L Squared Wealth Management manage?**
L Squared Wealth Management reports $24,142,474 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**What types of clients does L Squared Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18); high net worth individuals (13).

**Does L Squared Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170468

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,142,474
- Discretionary: $24,142,474
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $7,234,994 |
| High net worth individuals | 13 | $16,907,480 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- l2wealth.com
- l2wealthmanagement.com
- lsquaredwealth.com
- lsquaredwealthmanagement.com
- LinkedIn @LSQUAREDWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L Squared Wealth Management (CRD 170468): Form ADV filing data as of October 2026.