Quadrant Private Wealth Management LLC

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Quadrant Private Wealth Management LLC
✚
CRD #277044
SEC #801-106484
CIK #0001727454
AUM 2,095.9 M (2026-04-01)
Employees 19 (63% Investors, 26% Brokers)
Fees
Minimum
Phone610-849-2743
Address3850 Sierra Circle
Center Valley, PA 18034
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02010201520212027
In the News
Thu, 30 Jul 2026 NVIDIA Corporation $NVDA Stake Boosted by Quadrant Private Wealth Management LLC — MarketBeat
Wed, 29 Jul 2026 Quadrant Private Wealth Management LLC Grows Position in Alphabet Inc. $GOOGL — MarketBeat
Sat, 18 Jul 2026 Quadrant Private Wealth Management LLC Has $4.47 Million Stock Position in Royal Caribbean Cruises Ltd. $RCL — MarketBeat
Sat, 18 Jul 2026 Quadrant Private Wealth Management LLC Raises Holdings in CoreWeave Inc. $CRWV — MarketBeat
Sat, 18 Jul 2026 Quadrant Private Wealth Management LLC Acquires 3,063 Shares of Tesla, Inc. $TSLA — MarketBeat
Sector Form 13F Holdings Value ($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 ($M)
70056042028014002018202120242027
AUM Breakdown Accounts AUM ($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
ServesInstitutional, Retail
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