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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 12 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LightSquare Wealth Management use?","answer":"LightSquare Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $204M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LightSquare Wealth Management have?","answer":"LightSquare Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LightSquare Wealth Management invest in?","answer":"At the end of its last fiscal year, LightSquare Wealth Management’s separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 5% U.S. government and agency bonds, 4% cash and equivalents, 2% other, 1% state and local bonds and 1% investment grade corporate bonds. 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