RIA Intel›Advisers›New Jersey›I-SQUARED WEALTH MANAGEMENT, INC.

I-SQUARED WEALTH MANAGEMENT, INC.

Advisory

TOTOWA, NJ

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in NJ

#671

of 775 advisers by AUM

Average account

$388K

across 162 accounts

AUM per adviser

$63M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNJ, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

76 clients

45 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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