Managing Member · Objectivity Squared Wealth Management
Alexander Opoulos
CRD 2565061 · Named on Form ADV at one SEC-registered adviser
At a glance
Objectivity Squared Wealth Management, an SEC-registered wealth manager based in Charleston, SC with $488 million in regulatory assets, lists Alexander Opoulos on its Form ADV as Managing Member, a control person.
Firms and roles
- Objectivity Squared Wealth ManagementManaging MemberWealth manager · Charleston, SC · $488M in regulatory assets
AtlasMembers
Alexander’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas C HolmesManaging Member / CCO, Objectivity Squared Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.