# I-SQUARED WEALTH MANAGEMENT, INC.

I-SQUARED WEALTH MANAGEMENT, INC. of TOTOWA, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 282152
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282152/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282152/similar
- Related entities: https://search.stillhousedata.com/firm/282152/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282152

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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.