Wealth Manager
    SEC Registered
    Manages Private Funds

    Objectivity Squared Wealth Management

    Registered investment advisor · Charleston, South Carolina · CRD #311052

    Assets Under Management
    $488M
    Client Accounts
    1,003
    Employees
    6
    CRD Number
    311052
    Registration
    SEC Registered
    Custodian
    Raymond James Financial Services, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Objectivity Squared Wealth Management

    Objectivity Squared Wealth Management is a highly esteemed investment advisory firm based in Charleston, SC, with a team of 5 professionals. The firm offers customized wealth management services and was established in 2020. It focuses on delivering financial services with a mission to help clients live with greater meaning and impact.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Objectivity Squared Wealth Management

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    Frequently Asked Questions

    What is Objectivity Squared Wealth Management's AUM?

    Objectivity Squared Wealth Management reports approximately $488M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Objectivity Squared Wealth Management headquartered?

    Objectivity Squared Wealth Management is headquartered in Charleston, South Carolina.

    What is Objectivity Squared Wealth Management's CRD number?

    Objectivity Squared Wealth Management's CRD number is 311052. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Objectivity Squared Wealth Management manage?

    Objectivity Squared Wealth Management manages approximately 1,003 client accounts according to its latest SEC filing.

    Is Objectivity Squared Wealth Management SEC registered?

    Yes, Objectivity Squared Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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