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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-25-2016
- Office Locations
- 1
Office Locations
About I-Squared Wealth Management, Inc.
i-squared Wealth Management is an independent RIA providing customized investment management and financial guidance for private wealth and retirement plan needs. The firm builds diversified portfolios aimed at risk-adjusted returns and brings extensive experience with alternative strategies. Public disclosures indicate portfolios are implemented largely with ETFs, with custody relationships including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 76 clients, or 76 clients per representative. That equates to $826.3K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
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The full I-Squared Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KETU Dinkar DESAI
Chief Compliance Officer, Chief Financial Officer, Principal
- CRD
- #5191689
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,800,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
I-Squared Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.