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QUOTIENT WEALTH PARTNERS, LLC
CRD 326819File 801-128380
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.91B
Top 25% of cohort (national)
Discretionary AUM
$4.87B
Non-discretionary $39.9M
Clients
2,355
8,088 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
- $4.91B
- Discretionary AUM
- $4.87B
- Non-discretionary AUM
- $39.9M
- Discretionary accounts
- 7,987
- Non-discretionary accounts
- 101
- Total accounts
- 8,088
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.0M |
| High net worth individuals | 1,168 | $4.04B |
| Individuals (other than high net worth individuals) | 1,186 | $870.4M |
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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 2,164 | 2,251 | increased by87 |
| May 1, 2026 | AUM | $4,289,158,034 | $4,611,708,648 | increased by$322,550,614 |
| May 1, 2026 | Accounts | 7,421 | 7,720 | increased by299 |
| Apr 1, 2026 | Employees | 51 | 60 | increased by9 |
| Apr 1, 2026 | Clients | 1,901 | 2,164 | increased by263 |
| Apr 1, 2026 | AUM | $3,540,143,072 | $4,289,158,034 | increased by$749,014,962 |
| Apr 1, 2026 | Accounts | 6,412 | 7,421 | increased by1,009 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “QUOTIENT WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“QUOTIENT WEALTH” 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.