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QUOTIENT WEALTH PARTNERS, LLC
CRD 326819 · SEC 801-128380
5430 LBJ FREEWAY, SUITE 1150, DALLAS, TX, 75240, United States
Phone
(469) 912-2522
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.61B
Discretionary AUM
$4.57B
Team
60 total employees; 29 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1099 | $741.7M |
| High net worth individuals | 1151 | $3.87B |
| Corporations/business entities | 1 | $1.0M |
States served
AL, AZ, AR, CA, CO, GA, ID, IN, LA, ME, MA, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD