QUOTIENT WEALTH ASSET MANAGEMENT, LLC

Overview

Quotient Wealth Asset Management, LLC is an SEC-registered investment adviser (registration effective 2025) organized as a limited liability company. The firm’s advisory activity centers on portfolio management for pooled investment vehicles rather than one-on-one discretionary accounts. Its compensation model combines a percentage-of-AUM fee with performance-based fees, signaling a manager-compensation structure that ties part of its economics to investment results. Quotient Wealth does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm reports affiliations with other financial industry entities — including another investment adviser, an accounting firm, and an insurance company — and is noted as a related adviser in its structure. Ownership appears to include both a domestic entity and an individual principal.

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Location & Offices