Investment adviser · CRD 322229
WEALTH SQUARE INC.
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Jul 10, 2023
- Regulatory AUM
- $500 Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $500 | 100.0% |
Filing source
Form ADV 1773005 · Jul 10, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 10, 2023. View historical filings
Reported services
Individual portfolio management
Compensation
Subscription · Commissions
Principal office
66 WEST FLAGLER STREET, SUITE 900 #7028MIAMI, FL, 33130, United States
CRD 322229
Filing source
Form ADV 1773005 · Jul 10, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.