I-Squared Wealth Management, INC.

Public-record details

Address

999 Riverview Drive, Suite 201, Totowa, NJ 07512

Phone

(914) 522-4170

Listed under

% of assets managed, Retirement plan consulting

CRD number

282152

Registration

State registered: NJ, NY

Compensation (Form ADV 5.E)

Percentage of assets under management

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Pension consulting

Regulatory assets under management

$62.8 million

Accounts managed

162

Clients reported (Form ADV 5.D)

76

Individual / high-net-worth clients

31 / 45

Employees

1

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-02

State registered (NJ, NY) investment adviser, CRD 282152, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 282152 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.