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AllSquare Wealth Management LLC Info

AllSquare Wealth Management LLC info

AllSquare Wealth Management LLC (SEC CIK 1633674) first filed with the SEC on 2015-02-11 (Form 13F-HR) and has filed 45 times since, including 44 Form 13F-HR quarterly holdings reports. It is organized in NY and registered at 200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203.

  • Name: Value AllSquare Wealth Management LLC.
  • SEC CIK: Value 1633674.
  • State of organization: Value NY.
  • Business address: Value 200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameAllSquare Wealth Management LLC
SEC CIK1633674
State of organizationNY
Business address200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203
Mailing address200 GREAT OAKS BLVD, SUITE 219, ALBANY, NY, 12203
Phone5184568900
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2015-02-11 (Form 13F-HR)
Latest SEC filing2026-01-12 (Form 13F-HR)
Filings on EDGAR45
First Form 13F-HR2015-02-11 (quarter ended 2014-12-31)
Latest Form 13F-HR2026-01-12 (quarter ended 2025-09-30)
Form 13F-HR filings44

Filings by Form

FormFilingsLatest
13F-HR442026-01-12
N-PX12024-08-12

Filings by Year

YearFilingsForm 13F-HR
202611
202533
202454
202344
202244
202144
202044
201944
201844
201744
201644
201544

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