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| Quadrant Private Wealth Management LLC
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| CRD # | 277044 |
| SEC # | 801-106484 |
| CIK # | 0001727454 |
| AUM | 2.1 B (2026-04-01) |
| Employees | 19 (63% Investors, 26% Brokers) |
| Phone | 610-849-2743 |
| Address | 3850 Sierra Circle Center Valley, PA 18034 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 54.8 | ||
| Alphabet Inc | 14.5 | ||
| Facebook Inc | 12.9 | ||
| Microsoft Corp | 11.6 | ||
| Broadcom Inc | 10.6 | ||
| Netflix Inc | 9.3 | ||
| Snowflake Inc | 8.9 | ||
| Alphabet Inc | 7.8 | ||
| PNC Financial Services Group Inc | 7.4 | ||
| Coreweave Inc | 6.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 481 | 0.2 |
| (b) Individuals (high net worth individuals) | 394 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,076 | 2.1 |
| By Discretionary | ||
| Discretionary | 3,069 | 2.1 |
| Non-Discretionary | 7 | 0.0 |
| Total | 3,076 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 3,076 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001727454] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Suncoast Equity Management LLC
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FL | 2.1 B |
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American Capital Management Inc
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Transamerica Financial Advisors LLC
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The Wealth Alliance LLC
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Ameraudi Asset Management Inc
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Ascentis Independent Advisors LLC
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United Asset Strategies Inc
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Maren Capital LLC
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IL | 2.1 B |
|
Indivisible Partners LLC
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FL | 2.1 B |
|
Segment Wealth Management LLC
✚
|
TX | 2.1 B |