QUOTIENT WEALTH PARTNERS, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 326819
- Registered since
- August 24, 2023
- Website
- quotientwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.89%
- Individuals16.08%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Quotient Wealth Partners, LLC is an independent registered investment adviser that began SEC registration in 2023 and operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and selects third‑party managers on clients’ behalf. Its fee arrangements include percentage‑of‑AUM charges and fixed fees. The firm does not identify as an active ESG investor. Quotient lists industry relationships with other investment advisers, accountants and insurance companies, which aligns with its role in sourcing external managers and constructing multi‑manager portfolios for clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2TIMOTHY HARDER
Co-Founder and Chief Investment OfficerCRD 2398163
BRANDON ROSS
Co-founder & Co-CEOCRD 2963472
Contacts
3 of 32ZACHARY RUMPKE
Business Development AssociateCRD 7698079
Matthew Frost
Vice President, Wealth AdvisorCRD 7249298
KATHERINE WHITTELSEY
Wealth ManagerCRD 7403194
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 133Active vs passive
$4.4B in ETFs
74%
$3.3B
23%
$1.2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $518M | 793,084 | 11.70% |
Location
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5430 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
BBAM US LP
RIADALLAS, TX
BANNER OAK CAPITAL PARTNERS, LP
RIADALLAS, TX
TURTLE CREEK TRUST
RIADALLAS, TX
THREE BELL CAPITAL LLC
RIADALLAS, TX
TEXAS CAPITAL BANK PRIVATE WEALTH ADVISORS
RIADALLAS, TX
TAILWATER CAPITAL
RIADALLAS, TX