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QUADRANT PRIVATE WEALTH MANAGEMENT, LLC
CRD 277044File 801-106484
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Oct 1, 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
- Website
- https://www.quadcapco.com
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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 834 | 883 | increased by49 |
| May 1, 2026 | AUM | $1,812,482,190 | $2,095,947,916 | increased by$283,465,726 |
| May 1, 2026 | Accounts | 2,764 | 3,076 | increased by312 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 19 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 668 | 834 | increased by166 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,410,012,634 | $1,812,482,190 | increased by$402,469,556 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,280 | 2,764 | increased by484 |
| Apr 1, 2022 | Employees | 14 | 15 | increased by1 |
| Apr 1, 2022 | Clients | 630 | 668 | increased by38 |
| Apr 1, 2022 | AUM | $991,905,607 | $1,410,012,634 | increased by$418,107,027 |
| Apr 1, 2022 | Accounts | 2,242 | 2,280 | increased by38 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUADRANT PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUADRANT PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.