Quincy Wells Advisors, LLC

RIASEC Registered

Total AUM

$87.3M

Discretionary

$40M

46% of AUM

Avg account

$215K

Accounts

406

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 307477
Registered since: March 16, 2020
Website: www.quincywellsadvisors.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals46.33%
HNWI42.71%
Pension & Profit Sharing Plans10.87%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Quincy Wells Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. Its client billing includes percentage‑of‑AUM fees alongside hourly and fixed‑fee arrangements. In addition to RIA activities, the firm has broker‑dealer and insurance broker operations. Quincy Wells does not position itself as an active ESG investor and operates across multiple states.