Allsquare Wealth Management, LLC

Overview

Allsquare Wealth Management, LLC is an SEC registered investment adviser based in Albany, NY, registered since 2010. It reports $308M in assets under management across 835 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$308M

Discretionary

100%

Accounts

835

Average account

$369K

Employees

5

Advisory reps

4

Registered since

2010

Jurisdictions

7

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Douglas James Bauer Managing Member, Chief Executive Officer CRD 1051210
• Daniel Douglas Bauer Managing Member, Chief Investment Officer, Chief Compliance Officer CRD 4430682

Advisory reps 3 of 4

• Daniel D Bauer Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4430682
• Douglas James Bauer Investment Adviser Rep CRD 1051210
• Brett Philip Harris Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5478362

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

200 Great Oaks Blvd Ste 219
Albany, NY 12203

County

Albany

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 7 jurisdictions
• Website: allsquarewealth.com

Every state, with registration dates

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