WEALTH SQUARE INC.

Adviser information for WEALTH SQUARE INC. last updated from Form ADV on July 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1 $500
Non-Discretionary 0 $0
Total 1 $500

Clients

Type Number RAUM
Individuals <5 $500
HNW Individuals 0 $0
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 0 $0
Charitable organizations 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation Subscription feesCommissionsFEE % ON TRANSACTIONS AND INTEREST % ON SAVINGS

Identifiers

SEC RIA File Number 801-126117
SEC ERA File Number 801-126117
SEC CIK Numbers None
SEC CRD Numbers 322229
Legal Entity Identifier None

Principal Office

66 WEST FLAGLER STREET, SUITE 900 #7028
MIAMI
FL
United States
Monday - Friday, 9AM - 5PM
Tel: 954-889-1068, Fax: None

Chief Compliance Officer

DARREN MOONOOSAMY
CEO
26 RUE PIERRE MENDES
TORCY
France
Tel: 954-889-1068
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MOONOOSAMY, DARREN, NMN Individual CEO AND CCO 03/2021 > 75%
ALLAL, JULIEN, ANDRE FRANCOIS JAMES Individual COO 02/2022 < 5%

No. Employees, Historic

10502022202320244 on 6/17/20224 on 11/11/20224 on 7/10/2023

RAUM, Historic

5002500202220232024500 on 11/11/2022500 on 7/10/2023