Firm profile

UNION SQUARE GLOBAL WEALTH MANAGEMENT

SAN FRANCISCO, CACRD 111776Latest ADV March 9, 2026

Union Square Global Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 9, 2026, reports $361M in regulatory assets under management, 7 employees, and 26 accounts.

Assets Under Management
$361M
Employees
7
Offices
--
Total Clients
24
Primary office
SAN FRANCISCO, CA
360 POST STREET, SUITE 900, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAlexander H. Schilling
CCOJohn M. Olson
COOJohn M. Olson

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
13
2
Individuals
20.8%
5
3
Charitable
12.5%
3
4
Pooled Investment Vehicles
8.3%
2
5
Corporations
4.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$361Mas of March 9, 2026
Discretionary99.0%
$358M
99% of total RAUM99.0%
Non-discretionary1.0%
$3M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$361M
Total Accounts26
10Y AUM Change+$153M (+73.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee3:1
10Y Employee Change-3 (-30.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.