WEALTH SQUARE INC.
  • WEALTH SQUARE INC.

Adviser Profile

As of Date 01/06/2024
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 954 xxxxxxx
Websites
AUM* 500
of that, discretionary 500
Number of Employees 4
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 500
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Subscription fees (for a newsletter or periodical)
- Commissions

Reported AUM

500 429 357 286 214 143 71
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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