MQ Private Wealth

RIASEC RegisteredEst. 2026

Total AUM

$86.9M

Discretionary

$86.9M

100% of AUM

Avg account

$557K

Accounts

156

Employees

Advisory reps

Firm details

Headquarters: Torrance, California
CRD number: 341042
Registered since: May 15, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.38%
Individuals30.3%
Corporations / Businesses10.32%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MQ Private Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is set up to serve both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers, indicating that MQ Private Wealth functions as a capital allocator as well as a discretionary manager. The firm charges clients using a mix of AUM-based fees, hourly billing, and fixed fees. MQ Private Wealth does not identify as an active ESG investor and is not a multi‑state adviser; its SEC registration is listed as 2026.