FOUR QUADRANT WEALTH ADVISORS, INC.

Overview

Four Quadrant Wealth Advisors, Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2022. The firm is owned by an individual and serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM schedule with fixed fees. The adviser does not present itself as a capital allocator, is not actively marketing ESG investing, and is not registered as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives