Qmulate

Overview

Qmulate operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm caters to individual and family clients and positions itself as a capital allocator that builds and oversees portfolios while also tapping third-party managers when appropriate. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee options. Qmulate does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices