Allsquare Wealth Management, LLC

CRD 153591 · Albany, NY · $307.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 153591
SEC number: 801-71675
Firm type: RIA
Assets under management: $307.8M as of May 15, 2026
Website: www.allsquarewealth.com ↗
Phone: (518) 456-8900
Address: 200 Great Oaks Blvd, Albany, NY, 12203

Advisors at this firm

4 in our index · page 1 of 1

Daniel Douglas BauerCRD 4430682 · Albany, NY

IA RegisteredBroker
Douglas James BauerCRD 1051210 · Albany, NY

IA Registered

Disclosure event(s) on record
Brett Philip HarrisCRD 5478362 · Albany, NY

IA RegisteredBroker
Daniel Mark WeinbergCRD 1085378 · Albany, NY

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 153591 ↗ FINRA BrokerCheck record for firm CRD 153591 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.