L Squared Wealth Management

Overview

L Squared Wealth Management is an independent, privately owned RIA organized as an LLC that caters primarily to individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses, and offers services that include selecting third-party advisers and running educational seminars or workshops. Its fee model is flexible, using a mix of asset-based fees, hourly consulting charges, and fixed-fee engagements. L Squared identifies as a capital allocator, meaning it places client capital with external managers and funds rather than relying solely on in-house strategies. The firm is not focused on ESG investing and does not operate as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives