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QUOTIENT WEALTH PARTNERS, LLC
CRD 326819File 801-128380
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.61B
Top 25% of cohort (national)
Discretionary AUM
$4.57B
Non-discretionary $39.4M
Clients
2,251
7,720 accounts
Employees
60
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Aug 24, 2023
- Principal office
- 5430 LBJ FREEWAY, SUITE 1150, DALLAS, TX, 75240
- Phone
- (469) 912-2522
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.61B
- Discretionary AUM
- $4.57B
- Non-discretionary AUM
- $39.4M
- Discretionary accounts
- 7,616
- Non-discretionary accounts
- 104
- Total accounts
- 7,720
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.0M |
| High net worth individuals | 1,151 | $3.87B |
| Individuals (other than high net worth individuals) | 1,099 | $741.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
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 11- Q11D1
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.