Quincy Wells Capital, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
—
Advisory reps
102
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
334163
Registered since
December 8, 2025

Firm profile

FINTRX

Overview

Quincy Wells Capital, LLC is organized as a limited liability company and shows an SEC registration year of 2025. The firm’s ownership is recorded as both a domestic entity and an individual, and the adviser is classified in the dataset as "unclassified." According to the reported attributes, Quincy Wells Capital does not position itself as a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, is not a pension consultant, and is not flagged as a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 11
  • Daniel Goodwin

    Daniel Goodwin

    CEOCRD 5752768

  • Karl Suess

    Karl Suess

    CEO and FounderCRD 5255922

  • Matthew Reynolds

    Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

Unlock 8 more executives →

Contacts

3 of 91
  • Michael Tryon

    Michael Tryon

    Independent Registered RepresentativeCRD 5738385

  • Donald Vieth

    Donald Vieth

    Asset Management Specialist and Financial AdvisorCRD 5100754

  • Robert Wiese

    Robert Wiese

    Investment Advisor RepresentativeCRD 5210959

Unlock 88 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
145 S Wells St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth