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OBJECTIVITY SQUARED WEALTH MANAGEMENT

CHARLESTON, SC · CRD 311052 · IAPD ↗ · objectivitysquared.com · (843) 212-2805

$487.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — OBJECTIVITY SQUARED WEALTH MANAGEMENT grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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