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BLUE SQUARE ASSET MANAGEMENT, LLC

NEW YORK, NY · CRD 296802 · IAPD ↗ · 646-928-8000

$410.3MRegulatory AUM
6Advisory reps
9Employees
0Clients
51-100Planning clients
1Private funds
17States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — BLUE SQUARE ASSET MANAGEMENT, LLC notice-filed in CO, IA, MI, OH, OR, PA, UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — BLUE SQUARE ASSET MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2025 — BLUE SQUARE ASSET MANAGEMENT, LLC reported RAUM up 30% ($274.8M -> $357.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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