RIA Intel›Advisers›New Jersey›S SQUARED WEALTH MANAGEMENT LLC

S SQUARED WEALTH MANAGEMENT LLC

Advisory

MONTVILLE, NJ

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in NJ

#678

of 775 advisers by AUM

Average account

$536K

across 112 accounts

AUM per adviser

$30M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$60M

Discretionary AUM$60M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, NY

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

60 clients

48 high-net-worth

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

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