MQ Private Wealth

RIASEC & State Registered

Total AUM

$86.9M

Discretionary

$86.9M

100% of AUM

Avg account

$557K

Accounts

156

Employees

Advisory reps

Firm details

Headquarters: Torrance, California
CRD number: 341042
Registered since: May 15, 2026
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI59.38%
Individuals30.3%
Corporations / Businesses10.32%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MQ Private Wealth is an independent RIA organized as an LLC and registered with the SEC in 2026. The firm positions itself as a capital allocator serving individual and family clients as well as institutional investors. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. MQ Private Wealth identifies as an active ESG investor and operates under individual ownership.