L SQUARED WEALTH MANAGEMENT

L SQUARED WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 170468). Regulatory assets under management: $24.1M.

Registration

• CRD: 170468
• Type: Registered investment adviser
• Phone: 619-430-9555
• Latest filing: 2026-07-10
• Regulatory AUM: $24.1M
• Discretionary AUM: $24.1M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170468 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search