OBJECTIVITY SQUARED WEALTH MANAGEMENT

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	South Carolina, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,028	$353.9M
Non-Discretionary	220	$7.8M
Total	1,248	$361.7M

Clients

Type	Number	RAUM
Individuals	46	$15.9M
HNW Individuals	67	$287.3M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$3.9M
Charitable organizations	<5	$6.7M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	6	$47.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	353.9M

Portfolio Manager to Program	Sponsor
ASSET MANAGEMENT SERVICES	OBJECTIVITY SQUARED WEALTH MANAGEMENT

Identifiers

SEC RIA File Number	801-119693
SEC ERA File Number	801-119693
SEC CIK Numbers	2011113
SEC CRD Numbers	311052
Legal Entity Identifier	None

Principal Office

701 EAST BAY STREET
SUITE 403
CHARLESTON
SC
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic