Wealth Square Inc.
Miami, Florida
Wealth Square Inc., based out of Miami, FL, is a small investment advisory firm dedicated to helping individuals and employers manage their assets effectively. With over 0 individual clients and more than $1,000 in assets under management, they have established a strong reputation in the industry. Specializing in employer 401K plans and individual investments, Wealth Square Inc. boasts an impressive track record, with over 80% of their assets under management coming from these sources. Their team of highly qualified professionals possesses the expertise required to handle the complexities of managing 401K plans for both employers...
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Assets Under Mgmt

$500

Investment Professionals

1

Locations

0

% 401K & Individual

100%

% Discretionary

100%
Compensation Structure
Subscription Fees
Commissions
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
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