OBJECTIVITY SQUARED, LLC
Legal name: OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD #311052 SEC #801-119693 CHARLESTON, SC (843) 212-2805
SEC Registered
Total AUM
$401.1M
Discretionary
$401.1M
Employees
6
Clients
0
Accounts
1,367
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $401.1M | $401.1M | $0 | 6 | 0 |
| Mar 2024 | $361.7M | $353.9M | $7.8M | 6 | 0 |
| Apr 2023 | $336.8M | $330.3M | $6.5M | 5 | 0 |
| Apr 2023 | $336.8M | $330.3M | $6.5M | 5 | 0 |
| Mar 2023 | $336.8M | $330.3M | $6.5M | 5 | 0 |
| Mar 2022 | $329M | $329M | $0 | 4 | 0 |
| Nov 2021 | $251.6M | $251.6M | $0 | 4 | 0 |
| Aug 2021 | $251.6M | $251.6M | $0 | 4 | 0 |
| Jul 2021 | $251.6M | $251.6M | $0 | 4 | 0 |
| Jul 2021 | $291.6M | $291.6M | $0 | 4 | 0 |
| Mar 2021 | $251.6M | $251.6M | $0 | 4 | 0 |
| Mar 2021 | $251.6M | $251.6M | $0 | 4 | 0 |
| Mar 2021 | $251.6M | $251.6M | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Oct 2020 | $0 | $0 | $0 | 4 | 0 |
| Sep 2020 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$401.1M
Discretionary$401.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$361.7M
Discretionary$353.9M
Non-Disc.$7.8M
Employees6
Clients0
DateApr 2023
Total AUM$336.8M
Discretionary$330.3M
Non-Disc.$6.5M
Employees5
Clients0
DateApr 2023
Total AUM$336.8M
Discretionary$330.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2023
Total AUM$336.8M
Discretionary$330.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2022
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$251.6M
Discretionary$251.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0