CRD: 282152
I-Squared Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KETU Dinkar DESAI
Chief Compliance Officer, Chief Financial Officer, Principal
- CRD
- #5191689
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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