# Alexander Schilling

> Alexander Schilling is a fee-only financial advisor at Union Square Global Wealth Management in San Francisco, California. Union Square Global Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alexander-schilling/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Union Square Global Wealth Management
- **Based in:** San Francisco, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $361.2M across 26 accounts
- **CRD:** 3069592 (https://adviserinfo.sec.gov/individual/summary/3069592)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://usqglobalwealth.com/

## Frequently asked questions

### Is Alexander Schilling a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alexander holds no broker registration, and Union Square Global Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alexander charge for financial advice?

Alexander's firm, Union Square Global Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Alexander Schilling based?

Alexander Schilling is based in San Francisco, California.

### Is Alexander Schilling registered with the SEC?

Yes. Alexander Schilling is registered as an investment adviser representative in CA (CRD 3069592), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Union Square Global Wealth Management manage?

Union Square Global Wealth Management reports $361.2M across 26 accounts in assets under management.

### How do I contact Alexander Schilling?

Through Alexander's website, usqglobalwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3069592): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.