Quantwealth Advisors LLC

Overview

Quantwealth Advisors LLC is a small, fee-based registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets basis and identifies as an active ESG investor, which suggests ESG criteria are incorporated into its security selection and manager due diligence. With an owner classified as an individual and a client base made up of high-net-worth individuals and families, Quantwealth appears to run concentrated, client-tailored portfolios rather than a mass-market advisory platform. Manager allocation activity centers on pooled public vehicles—mutual funds and ETFs—paired with selective use of third-party alternative managers. The firm indicates interest in hedge funds, private placements, direct real estate exposure and REITs as complements to its public fund core. That mix implies a blended approach: public funds for broad market exposure and liquidity, and alternatives for diversification, income and potential non-correlated returns where appropriate for client risk profiles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices