firm profile
I-Squared Wealth Management, Inc.
Overview
I-Squared Wealth Management, Inc. is a state registered investment adviser based in Totowa, NJ, registered since 2016. It reports $62.8M in assets under management across 162 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $62.8M
- Discretionary
- 100%
- Accounts
- 162
- Average account
- $388K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2016
- Jurisdictions
- 3
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Ketu Dinkar Desai Principal, Chief Financial Officer, Chief Compliance Officer CRD 5191689
Advisory reps 1 of 1
- Ketu Dinkar Desai Investment Adviser Rep CRD 5191689
Location
- Headquarters
- 999 Riverview Dr Ste 201
Totowa, NJ 07512 - County
- Passaic
- Metro area
- New York-Newark-Jersey City, NY-NJ-PA
- Region
- Northeast
Registrations
- State registered
- Registered in 3 jurisdictions
- Website: isquaredwealth.com
Every state, with registration dates
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