QUADRANT PRIVATE WEALTH MANAGEMENT, LLC

Overview

Quadrant Private Wealth Management, LLC is an independent, SEC-registered RIA established in 2015 that serves both high-net-worth individuals/families and institutional clients. The firm functions as a capital allocator and combines discretionary portfolio management with financial planning, hourly and fixed-fee engagements, and third-party adviser selection. Quadrant also conducts broker‑dealer and insurance brokerage activities and sells other financial products, which supports a blended advisory and product-distribution model. The firm is active across client segments that include individuals, families and institutions and reports multiple fee arrangements, including a percentage-of-AUM schedule alongside hourly and fixed fees. Quadrant does not market itself as an ESG-focused manager. The firm has been recognized in industry lists, appearing in FA Magazine’s Top RIA Firms (2020) and in Forbes’ America’s Top RIA Firms lists (2023 and 2024).

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Public Holdings

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Location & Offices