I-Squared Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,800,000
Clients
76
59% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
76
Very HighAverage account size
$826,316
About
I‑Squared Wealth Management provides discretionary asset management and institutional investment consulting to individuals, high net worth clients and retirement plans, and offers defined retirement plan consulting to employer plan sponsors. The firm’s advisory services include portfolio construction using individual stocks, bonds, ETFs, mutual funds, options, hedge funds and other public and private securities, with ongoing monitoring and rebalancing.
The firm uses fundamental analysis and a broad set of portfolio strategies — including long and short positions, trading, option writing, hedging and margin transactions — and states it may employ derivatives and structured credit strategies when appropriate to client objectives. Portfolios are tailored to client goals and risk tolerances, and retirement plan engagements include assistance with Investment Policy Statements, investment option review, asset allocation models and participant education; the brochure also acknowledges the firm’s ERISA fiduciary role where applicable.
What distinguishes this solo independent adviser is the breadth of strategies and instruments referenced in its Form ADV, including the explicit use of borrowing, derivative instruments, short sales and alternative credit structures in managed accounts, combined with an institutional retirement plan consulting practice. The firm’s materials also reference third‑party ratings and disclose board relationships with several closed‑end funds (with a stated practice of not recommending those products), a mix of features that is uncommon for similarly sized independent advisers.
Client services
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $10,000,000: 1.5% $10,000,001 - $20,000,000: 1.25% $20,000,001 - $25,000,000: 1.00% $25,000,001+: 0.80%
Main office location
I-Squared Wealth Management, Inc.
999 Riverview Drive, Suite 201
Totowa NJ 07512, United States
Number of offices
1
Most active in
I-Squared Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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