← Tributary

UNION SQUARE GLOBAL WEALTH MANAGEMENT

SAN FRANCISCO, CA · CRD 111776 · IAPD ↗ · usqglobalwealth.com · 415-392-9228

$361.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
26-50Planning clients
2Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — UNION SQUARE GLOBAL WEALTH MANAGEMENT now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.