← Tributary

WEALTH SQUARE INC.

MIAMI, FL · CRD 322229 · IAPD ↗ · wealthsquare.io · 954-889-1068

$500Regulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2024 — WEALTH SQUARE INC. (MIAMI, FL) left the SEC roster (was $500 RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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