# ALLSQUARE WEALTH MANAGEMENT, LLC

ALLSQUARE WEALTH MANAGEMENT, LLC of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 153591
- Type: SEC-registered investment adviser
- SEC file number: 801-71675
- Location: 200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203
- Phone: (518) 456-8900
- Latest filing: 2026-05-15
- Regulatory AUM: $307.8M
- Discretionary AUM: $307.8M
- Clients: 5
- Accounts: 835

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Douglas Bauer | MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Douglas James Bauer | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | — |
| BAUER DANIEL DOUGLAS | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| BAUER DOUGLAS JAMES | MANAGING MEMBER; MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | — |
| KOLBER ALYSSA MELANIE | MANAGER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153591/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153591/similar
- Related entities: https://search.stillhousedata.com/firm/153591/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153591

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.