L Squared Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
L Squared Wealth Management provides financial planning and ongoing portfolio supervision for individuals, high‑net‑worth clients, and small businesses, and coordinates implementation through third‑party investment managers when appropriate. The firm manages about $24.1 million in client assets and offers modular and broad‑based planning services that include retirement, tax, education, estate, and insurance planning.
The firm’s investment approach blends fundamental, charting/technical and cyclical analysis with a mix of strategic and tactical asset allocation, emphasizing diversification, periodic rebalancing and tax‑aware implementation. Portfolios may use a range of vehicles — index and active funds, ETFs/ETNs, individual equities, structured products, interval funds — and the adviser may incorporate margin lending and option strategies where suitable.
What distinguishes this firm from many peers is its periodic offering of complimentary educational workshops on personal finance and investing, an uncommon service among independent advisers. The firm also discloses the recent addition of a Box Spread Synthetic Loan strategy (an option‑based borrowing technique) and maintains insurance licensing for the principal, reflecting a willingness to integrate specialized borrowing, structured product and insurance solutions into client planning.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning services from $500 to $5,000 per project or annually; specific fixed fee planning packages: Foundation Plan ($1,600 one person, $2,000 family), 360° Plan ($2,500 one person, $3,000 family). Deposits required to initiate engagement.
$0 - $500,000: 0.95% annually $500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.50% annually $2,000,000+: 0.20% annually
Hourly financial planning rate of $250 per hour with a 2-hour minimum ($500). Billing in 15-minute increments.
Account minimum: $200,000 Minimum fee: Minimum fee of $1,000/year ($250/quarter) applies for portfolio management services. Fee-only: Financial planning hourly fees at $250 per hour (2-hour minimum); fixed fees range from $500 to $5,000 per project or annually; financial planning packages with fixed fees from $1,600 to $3,000 depending on plan type.
Main office
San Diego CA
Advisors at this office
1
Most active in
California
Also doing business as
L Squared Wealth Management · L Squared Wealth Management LLC · L2 Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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