Objectivity Squared Wealth Management - Investment Advisers

About Objectivity Squared Wealth Management

Objectivity Squared Wealth Management is the name used by Objectivity Squared, LLC, a registered investment adviser based in Charleston, South Carolina. The firm is classified as an investment adviser and reports regulatory assets under management of $487.76 million. It has six employees and is one of the investment advisers in South Carolina in this directory. The firm describes itself as an independent advisory practice focused on building long-term relationships, many of them with families. Its approach aims to combine a holistic view of clients' financial and personal circumstances with open communication. Founder Alex Opoulos leads the family advisory work alongside partner Nick Holmes, who began working with Opoulos as an intern in 1999. Other team members handle advisory strategy and reporting, client experience, and investments. Client experience lead Britton Ziegler has been with the firm since 2008. Further details on the firm appear in the directory of US investment advisers.

Key Facts

Assets Under Management

$487.76M

Employees

6

SEC File Number

801-119693