L Squared Wealth Management

Overview

L Squared Wealth Management is a small, independent RIA that focuses on financial planning and discretionary portfolio management for individual and family clients. The firm operates as a capital allocator: it builds core client portfolios from public mutual funds and uses third-party managers for alternative exposure. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars or workshops. Fee arrangements are flexible, combining a percentage-of-AUM model with hourly and fixed-fee engagements to suit different client needs. The firm does not position itself as an ESG-focused manager and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices