Alexander Schilling
Union Square Global Wealth Management · San Francisco, California
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.
Request an introduction to Alexander →
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 | $361.2M across 26 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3069592 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | usqglobalwealth.com |
How Alexander's firm compares
- Union Square Global Wealth Management's average account is about $13.9 million, from its Form ADV (assets managed divided by 26 accounts).
Request an introduction to Alexander
Tell Alexander a little about what you're looking for. Alexander isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alexander
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.