Allsquare Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Albany, NY. Its latest Form ADV filing, dated March 4, 2026, reports $308M in regulatory assets under management, 5 employees, 3 offices, and 835 accounts.
Assets Under Management
$308M
Employees
5
Offices
3 offices
Total Clients
436
Primary office
ALBANY, NY
200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.7% of total clients.
Top client categories% of clientsClients
1
Individuals
81.7%
356
2
HNWI
18.3%
80
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of March 4, 2026
Discretionary100.0%
$308M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$308M
Total Accounts835
10Y AUM Change+$133M (+76.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee87:1
10Y Employee Change-4 (-44.4%)
* 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.