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 organized as an LLC and registered with the SEC in 2023. The firm serves both individuals and families as well as institutional clients, charging either a percentage of assets under management or fixed fees. It functions as a capital allocator that builds portfolios directly and by selecting third‑party managers. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities, along with manager selection and oversight. The firm reports affiliations with other investment advisers, accounting professionals, and insurance companies. It does not position itself as an ESG‑focused investor.
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 2
Timothy Harder
Co-Founder and Chief Investment OfficerCRD 2398163
Brandon Ross
Co-founder & Co-CEOCRD 2963472
Contacts
3 of 32
Zachary 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 139Active vs passive
$5B in ETFs
74%
$3.7B
22%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $600M | 801,678 | 12.09% |
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
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