Allsquare Wealth Management, Llc
- Regulatory AUM
- $308M
- Discretionary
- $308M
- Clients
- 436
- Avg AUM / client
- $706K
- Accounts
- 835
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 356 | $97.0M | 31.5% |
| High net worth individuals | 80 | $190M | 61.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.8M | 0.59% |
| Charitable organizations | Fewer than 5 clients | $19.0M | 6.17% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Douglas Bauer | Managing Member / Chief Investment Officer / Chief Compliance Officer | CFP | Aug 2010 (16y) | 25% – 50% |
| Douglas James Bauer | Managing Member / Chief Executive Officer | CFP Chartered Financial Consultant | Aug 2010 (16y) | 75% or more |
| Brett Philip Harris | Registered representative | Aug 2021 (5y) | ||
| Daniel Mark Weinberg | Registered representative | Sep 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 987 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $302M (98% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗