# AllSquare Wealth Management

AllSquare Wealth Management is a Bank / Wealth / Trust based in Albany, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Albany, United States
- **Region:** North America
- **Address:** Albany, NY, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** www.allsquarewealth.com
- **LinkedIn:** https://www.linkedin.com/company/allsquare-wealth-management-llc

## Regulatory record

- **CRD number:** 153591
- **SEC file number:** 801-71675
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153591

## About

AllSquare Wealth Management is an SEC-registered investment adviser in Albany, NY, registered since 2010. The firm manages approximately $308 million in assets. It has 5 employees and 4 investment advisers.

## Questions

### Who runs investment decisions at AllSquare Wealth Management?

No named principals are publicly available. The firm's website does not list a founder, CEO, CIO, or investment committee, and no LinkedIn profile has been captured in the Altss record.

### How does AllSquare Wealth Management source deal flow?

Sourcing methodology is not disclosed. Without a public track record of direct investments, fund commitments, or co-investments alongside external GPs, the firm's access points remain unobservable.

### What investment stages or asset classes does AllSquare Wealth Management target?

No asset-class allocation or stage preference is publicly reported. The firm has not published any strategy documentation, manager letters, or portfolio commentary.

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- [All Season Financial Advisors](https://altss.com/profile/all-season-financial-advisors)
- [Allstad](https://altss.com/profile/allstad)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/allsquare-wealth-management

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