ALLSQUARE WEALTH MANAGEMENT, LLC
CRD #153591 SEC #801-71675 ALBANY, NY (518) 456-8900
SEC Registered
Total AUM
$284.8M
Discretionary
$284.8M
Employees
5
Clients
51
Accounts
486
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 19, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOLBER, ALYSSA, MELANIE | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DOUGLAS, JAMES | I | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | D | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BAUER, DANIEL, DOUGLAS | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Nov 19, 2025 REGISTERED
Notice Filings (9)
AZ FL LA MA NC NH NY SC TX
Address
200 GREAT OAKS BLVDSUITE 219
ALBANY, NY 12203
United States
Phone: (518) 456-8900