SEC Form ADV

UNION SQUARE GLOBAL WEALTH MANAGEMENT

Registered Investment AdviserCA
$361.2M
Assets Under Management
26
Total Clients
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Registration Details

Accession
CRD-111776
Location
SAN FRANCISCO, CA
Filing Date
March 9, 2026
AUM
$361.2M
Total Clients
26
Amendment
No

About this Adviser

UNION SQUARE GLOBAL WEALTH MANAGEMENT is a registered investment adviser headquartered in SAN FRANCISCO, CA, managing approximately $361.2M in assets across 26 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.