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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $284.8M | $284.8M | $0 | 5 | 0 |
| Mar 2025 | $284.8M | $284.8M | $0 | 5 | 0 |
| Mar 2025 | $284.8M | $284.8M | $0 | 5 | 0 |
| Nov 2024 | $269M | $269M | $0 | 5 | 0 |
| Mar 2024 | $269M | $269M | $0 | 5 | 0 |
| Nov 2023 | $254M | $254M | $0 | 5 | 0 |
| Sep 2023 | $254M | $254M | $0 | 5 | 0 |
| Mar 2023 | $254M | $254M | $0 | 5 | 0 |
| Nov 2022 | $257.6M | $257.6M | $0 | 6 | 0 |
| Sep 2022 | $257.6M | $257.6M | $0 | 6 | 0 |
| Mar 2022 | $260M | $260M | $0 | 6 | 0 |
| Feb 2021 | $250M | $250M | $0 | 6 | 0 |
| May 2020 | $240M | $240M | $0 | 6 | 0 |
| May 2020 | $240M | $240M | $0 | 6 | 0 |
| Mar 2020 | $240M | $240M | $0 | 6 | 0 |
| Mar 2019 | $224M | $224M | $0 | 6 | 0 |
| Mar 2019 | $224M | $224M | $0 | 6 | 0 |
| Aug 2018 | $193.5M | $193.5M | $0 | 6 | 0 |
| Mar 2018 | $193.5M | $193.5M | $0 | 6 | 0 |
| Mar 2017 | $174.4M | $174.4M | $0 | 9 | 400 |
| Aug 2016 | $145.1M | $145.1M | $0 | 5 | 400 |
| Mar 2016 | $145.1M | $145.1M | $0 | 5 | 400 |
| Feb 2015 | $152.9M | $152.9M | $0 | 6 | 390 |
| Nov 2014 | $134.3M | $134.3M | $0 | 6 | 405 |
| Apr 2014 | $134.3M | $134.3M | $0 | 6 | 405 |
| Feb 2014 | $134.3M | $134.3M | $0 | 6 | 405 |
| Mar 2013 | $107.5M | $107.5M | $0 | 7 | 393 |
| Jul 2012 | $67.8M | $67.4M | $369.3K | 1 | 336 |
| Mar 2012 | $67.8M | $67.4M | $369.3K | 1 | 336 |
| Jun 2011 | $74.9M | $74.6M | $261.2K | 5 | -- |
| Sep 2010 | $50.9M | $50.7M | $210.2K | 5 | -- |
| Aug 2010 | $0 | $0 | $0 | 5 | -- |
| Jul 2010 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$284.8M
Discretionary$284.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$284.8M
Discretionary$284.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$284.8M
Discretionary$284.8M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$269M
Discretionary$269M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees5
Clients0
DateNov 2022
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2022
Total AUM$257.6M
Discretionary$257.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$240M
Discretionary$240M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees6
Clients0
DateAug 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$193.5M
Discretionary$193.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$174.4M
Discretionary$174.4M
Non-Disc.$0
Employees9
Clients400
DateAug 2016
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$145.1M
Discretionary$145.1M
Non-Disc.$0
Employees5
Clients400
DateFeb 2015
Total AUM$152.9M
Discretionary$152.9M
Non-Disc.$0
Employees6
Clients390
DateNov 2014
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees6
Clients405
DateApr 2014
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees6
Clients405
DateFeb 2014
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees6
Clients405
DateMar 2013
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees7
Clients393
DateJul 2012
Total AUM$67.8M
Discretionary$67.4M
Non-Disc.$369.3K
Employees1
Clients336
DateMar 2012
Total AUM$67.8M
Discretionary$67.4M
Non-Disc.$369.3K
Employees1
Clients336
DateJun 2011
Total AUM$74.9M
Discretionary$74.6M
Non-Disc.$261.2K
Employees5
Clients--
DateSep 2010
Total AUM$50.9M
Discretionary$50.7M
Non-Disc.$210.2K
Employees5
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--