← Directory
QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD 277044File 801-106484
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.10B
Top 25% of cohort (national)
Discretionary AUM
$2.09B
Non-discretionary $1.8M
Clients
883
3,076 accounts
Employees
19
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 1, 2015
- Principal office
- 3850 SIERRA CIRCLE, STE 300, CENTER VALLEY, PA, 18034
- Phone
- 610-849-2743
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.10B
- Discretionary AUM
- $2.09B
- Non-discretionary AUM
- $1.8M
- Discretionary accounts
- 3,069
- Non-discretionary accounts
- 7
- Total accounts
- 3,076
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 394 | $1.93B |
| Pension and profit sharing plans | 8 | $12.9M |
| Individuals (other than high net worth individuals) | 481 | $152.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — REVENUE SHARING WITH OUR AFFILIATE, FOCUS RISK SOLUTIONS.
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| 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.