I-SQUARED WEALTH MANAGEMENT, INC.

I-SQUARED WEALTH MANAGEMENT, INC. of TOTOWA, NJ is an SEC-registered investment adviser (CRD 282152). Regulatory assets under management: $62.8M.

Registration

• CRD: 282152
• Type: Registered investment adviser
• Location: 999 RIVERVIEW DRIVE, TOTOWA, NJ, 07512
• Phone: 914-522-4170
• Latest filing: 2026-02-02
• Regulatory AUM: $62.8M
• Discretionary AUM: $62.8M
• Clients: 1
• Accounts: 162

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282152 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search