OBJECTIVITY SQUARED WEALTH MANAGEMENT

701 East Bay Street
Suite 403
Charleston, South Carolina 29403
Tel: (843) 212-2805

About OBJECTIVITY SQUARED WEALTH MANAGEMENT

OBJECTIVITY SQUARED WEALTH MANAGEMENT, formally registered with the SEC as OBJECTIVITY SQUARED WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.

OBJECTIVITY SQUARED WEALTH MANAGEMENT is a Charleston, South Carolina based Financial Planning firm with nearly $361,716,000 assets under management, offering retirement planning & investment advisory services to 1248 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311052
SEC#	801-119693
Assets Managed by Firm	$361,716,000
No. of Clients	1248
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1248	$361,716,000
Individuals (other than high net worth individuals)	46	$15,900,000
High net worth individuals	67	$287,326,000
Pension and profit sharing plans	Fewer than 5 clients	$3,850,000
Charitable organizations	Fewer than 5 clients	$6,740,000
Corporations or other businesses	6	$47,900,000

More Retirement Planning firms in Charleston, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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