QUINT INVESTMENTS AND INSURANCE

Legal name: QUINT WEALTH MANAGEMENT, INC.

CRD 168463File 801-118831

APPROVED

Retail clients

Filing as of May 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$110.4M

Bottom 25% of cohort (national)

Discretionary AUM

$103.6M

Non-discretionary $6.8M

Clients

411

771 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: NYRO
Registration date: Jun 1, 2020
Principal office: 210 NEW HACKENSACK ROAD, WAPPINGERS FALLS, NY, 12590
Phone: 845-345-3628
Website: HTTPS://WWW.QUINTII.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $110.4M
Discretionary AUM: $103.6M
Non-discretionary AUM: $6.8M
Discretionary accounts: 761
Non-discretionary accounts: 10
Total accounts: 771
AUM per client: $269K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$877K
Charitable organizations	Fewer than 5	$754K
High net worth individuals	11	$21.3M
Pension and profit sharing plans	9	$6.6M
Individuals (other than high net worth individuals)	386	$80.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	412	411
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.