|
⚲
|
| Keyboard |
| Quint Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 168463 |
| SEC # | 801-118831 |
| CIK # | |
| AUM | 110.4 M (2026-05-11) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 845-345-3628 |
| Address | 210 New Hackensack Road Wappingers Falls, NY 12590 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 386 | 80.7 |
| (b) Individuals (high net worth individuals) | 11 | 21.3 |
| (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 | 9 | 6.6 |
| (h) Charitable organizations | 1 | 0.8 |
| (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 | 4 | 0.9 |
| (n) Other | 1 | 0.1 |
| Total | 771 | 110.4 |
| By Discretionary | ||
| Discretionary | 761 | 103.6 |
| Non-Discretionary | 10 | 6.8 |
| Total | 771 | 110.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.4 | |
| Total | 771 | 110.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealth Foundations Partners LLC
✚
|
UT | 110.5 M |
|
Farrcrest Capital LLC
✚
|
110.5 M | |
|
Success Wealth Management LLC
✚
|
PA | 110.5 M |
|
REH Wealth Advisors LLC
✚
|
NC | 110.5 M |
|
The Turlington Group Inc
✚
|
NC | 110.5 M |
|
Mussett Wealth Management LLC
✚
|
NY | 110.4 M |
|
Midway Capital Research & Management LLC
✚
|
IL | 110.4 M |
|
Wolfstone Wealth LLC
✚
|
110.3 M | |
|
RJJ Pasadena Securities Inc
✚
|
NV | 110.3 M |
|
CornerStone Professional Advisor Services LLC
✚
|
NY | 110.3 M |