Quotient Wealth Asset Management, LLC

Overview

Quotient Wealth Asset Management, LLC is organized as an LLC and is classified as an institutional registered investment adviser. The firm entered the SEC register in 2025 and is designated as a related adviser to at least one other advisory entity. Quotient’s stated advisory activity is portfolio management for pooled investment vehicles; it does not identify itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. The firm charges fees based on a percentage of assets under management and may assess performance-based fees, a billing model consistent with managers running pooled funds. Industry affiliations listed include relationships with another investment adviser, an accounting firm, and an insurance company.

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Location & Offices