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| AllSquare Wealth Management LLC
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|---|---|
| CRD # | 153591 |
| SEC # | 801-71675 |
| CIK # | 0001633674 |
| AUM | 307.8 M (2026-05-15) |
| Employees | 5 (80% Investors, 60% Brokers) |
| Phone | 518-456-8900 |
| Address | 200 Great Oaks Blvd Albany, NY 12203 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.8 | ||
| Microsoft Corp | 3.6 | ||
| Alphabet Inc | 2.1 | ||
| Nvidia Corp | 2.1 | ||
| J P Morgan Chase & Co | 2.0 | ||
| Broadcom Inc | 1.6 | ||
| Facebook Inc | 1.6 | ||
| Amazon Com Inc | 1.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.2 | ||
| Barclays Bank PLC | 1.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 356 | 97.0 |
| (b) Individuals (high net worth individuals) | 80 | 190.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 19.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 835 | 307.8 |
| By Discretionary | ||
| Discretionary | 835 | 307.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 835 | 307.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 307.8 | |
| Total | 835 | 307.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001633674] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Synergy Financial Partners LLC
✚
|
CO | 308.7 M |
|
Finivi Inc
✚
|
MA | 308.4 M |
|
Covington & Associates Inc
✚
|
NJ | 308.2 M |
|
Broadway Wealth Solutions Inc
✚
|
TX | 308.1 M |
|
TKG Advisors LLC
✚
|
IN | 308.0 M |
|
Marathon Wealth Advisors LLC
✚
|
MA | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |
|
Dunbar Associates LLC
✚
|
CT | 307.5 M |
|
Copley Investment Management LLC
✚
|
307.3 M |