Quotient Wealth Partners, LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 326819
- Registered since
- August 24, 2023
- Website
- quotientwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.26%
- Individuals17.72%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Quotient Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2023. The firm positions itself as a capital allocator and adviser to both high-net-worth individuals and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third‑party managers. Its fee arrangements include both percentage-of-assets and fixed-fee engagements. The firm reports that it does not pursue an active ESG investing mandate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2
Timothy Harder
Co-Founder and Chief Investment OfficerCRD 2398163
Brandon Ross
Co-founder & Co-CEOCRD 2963472
Contacts
3 of 34
Markham Hawkins
Partner, Senior Wealth AdvisorCRD 5796827
Ross Morrow
Wealth ManagerCRD 5288030
Jonathan Blumenthal
Co-FounderCRD 4080699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 139Active vs passive
$5B in ETFs
74%
$3.7B
22%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $600M | 801,678 | 12.09% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 5430 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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