Quadrant Private Wealth Management, LLC

RIASEC Registered

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$681K

Accounts

3,076

Employees

Advisory reps

Firm details

Headquarters: Center Valley, Pennsylvania
CRD number: 277044
Registered since: July 1, 2015
Website: www.quadrantprivatewealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI92.09%
Individuals7.29%
Pension & Profit Sharing Plans0.62%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Quadrant Private Wealth Management, LLC is an independent wealth advisory firm that acts as both portfolio manager and capital allocator for high-net-worth individuals, families and institutional clients. The firm is registered with the SEC (registered in 2015) and combines financial planning, discretionary portfolio management, and selection of outside managers. Its fee menu includes percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Quadrant also operates complementary businesses — including broker-dealer and insurance brokerage activities — and lists affiliations ranging from sponsor/GP roles in pooled vehicles to relationships with accounting, legal and real estate professionals. The firm does not describe itself as an active ESG investor. Quadrant has been recognized in industry rankings: it appeared on FA Magazine’s Top RIA Firms list in 2020 and on Forbes’ lists in 2023 and 2024.