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QUADCAP WEALTH MANAGEMENT, LLC

CRD 151490 · SEC 801-79483

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2600 NETWORK BLVD, SUITE 300, FRISCO, TX, 75034, United States

Phone

972-818-2400

Fax

972-733-0798

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.34B

Discretionary AUM

$1.34B

Team

23 total employees; 18 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTAX PREPARATION, TRUSTEE SERVICES

Client types

TypeClientsAUM
Individuals288$59.6M
High net worth individuals294$1.27B

States served

AZ, AR, CA, CO, GA, IL, LA, MA, MI, MS, NE, NY, NC, PA, SC, VI, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD