Quorus Inc

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Assets, Funds, Holdings

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Quorus Inc
CRD #323161
SEC #801-136190
CIK #0001969672
AUM $148.2 M (2026-06-09)
Employees 7 (43% Investors, 0% Brokers)
Phone929-560-2588
Address500 Post Road East
Westport, CT 06880
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
15012090603002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 44 5.1
(b) Individuals (high net worth individuals) 130 138.6
(c) Banking or thrift institutions 0 3.9
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 240 148.2
By Discretionary
Discretionary 240 148.2
Non-Discretionary 0 0.0
Total 240 148.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 148.2
Total 240 148.2
EDGAR Form CIK 2011 - 2026
D [0001969672]
Comparable Firms State AUM ($B)
Curtis Wealth Management LLC
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Sonnet LLC
TX 0.1
Arborfi Advisors LLC
MI 0.1
Prestige Wealth Management Inc
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Tax Efficient Asset Management Solution Inc
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Skyline Financial Northwest LLC
OR 0.1
Stavis Wealth Transfer Solutions LLC
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Broadwing Capital Advisors Inc
CA 0.1
AXIA Wealth Management Inc
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Paller Financial Services Inc
CO 0.1
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