Quiet Wealth Management

Overview

Quiet Wealth Management is an independent registered investment advisor organized as a limited liability company that serves individual and family clients, with a focus on financial planning and portfolio management for individuals and small businesses. The firm’s operating model leans toward discretionary management: nearly all client assets are managed under discretionary mandates. Investment posture is equity-first — the advisory suite emphasizes exchange-traded equities and related vehicles for core exposure. Fee arrangements are not asset-based: the firm charges hourly and fixed fees, which suggests a planning-centric engagement model or project-based advisory work alongside ongoing portfolio oversight. Quiet Wealth Management does not position itself as an ESG-driven allocator and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices