|
⚲
|
| Keyboard |
| Quotient Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 326819 |
| SEC # | 801-128380 |
| CIK # | 0002004904 |
| AUM | 4,611.7 M (2026-04-29) |
| Employees | 60 (48% Investors, 0% Brokers) |
| Phone | 469-912-2522 |
| Address | 5430 LBJ Freeway Dallas, TX 75240 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,099 | 0.7 |
| (b) Individuals (high net worth individuals) | 1,151 | 3.9 |
| (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 | 0 | 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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7,720 | 4.6 |
| By Discretionary | ||
| Discretionary | 7,616 | 4.6 |
| Non-Discretionary | 104 | 0.0 |
| Total | 7,720 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 7,720 | 4.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002004904] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clearwater Advisors LLC
✚
|
ID | 4,650.6 M |
|
Diversify Advisory Services LLC
✚
|
UT | 4,648.8 M |
|
Graypoint LLC
✚
|
NY | 4,645.1 M |
|
Journey Strategic Wealth LLC
✚
|
NJ | 4,644.6 M |
|
Heritage Investors Management Corp
✚
|
MD | 4,632.5 M |
|
Verdence Capital Advisors LLC
✚
|
MD | 4,627.4 M |
|
Bowen Hanes & Co Inc
✚
|
FL | 4,620.1 M |
|
Northeast Financial Consultants LLC
✚
|
CT | 4,589.6 M |
|
Wharton Business Group LLC
✚
|
PA | 4,566.1 M |
|
Zevenbergen Capital Investments LLC
✚
|
WA | 4,565.7 M |