Brsquared L.L.C.

Overview

Brsquared L.L.C. is an independent, California-registered limited liability company that provides wealth management and financial planning primarily to individual and family clients. The firm is owner-operated and focuses on portfolio management and financial planning for individuals and small businesses. Its fee model includes asset-based fees, hourly charges, and fixed-fee arrangements, which suggests flexibility to serve both ongoing advisory relationships and project-based planning work. Brsquared positions itself as a single-state adviser centered on private clients rather than institutional mandates or multi-state distribution. The firm does not report an explicit ESG-focused investment stance and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices