MACRO QUANT PRIVATE WEALTH, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
TORRANCE, California
CRD number
341042
Registered since
May 15, 2026
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Macro Quant Private Wealth, LLC is an SEC-registered investment adviser organized as a limited liability company. The firm is marked as newly formed (SEC registration listed for 2026) and is owned by an individual. It is identified as a capital allocator and carries an “unclassified” firm designation in the available profile. The firm’s advisory activities center on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers—indicating a model that may blend direct portfolio management with manager-selection or outsourcing. Fee arrangements noted include percentage-of-AUM, hourly charges, and fixed fees. The profile also flags that the firm is not an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or 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

Contacts

1 of 1
  • EDWARD YOON

    Founder and CCOCRD 6158445

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TORRANCE, CA

LOS ANGELES

Location

TORRANCE, CA

Headquartered in TORRANCE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3838 W Carson St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth