Quartermaster Wealth Management, LLC

Quartermaster Wealth Management, LLC (CRD# 166807) is a financial advisory firm headquartered in Charlotte, NC. They manage $15,496,848 in 275 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $56,352
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, NC, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Quartermaster Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald M. Rasmussen
CRD#: 2615837
124 Floyd Smith Drive, Suite 325, Charlotte, NC 28262
93
Wealthminder
score

Donald Rasmussen (CRD# 2615837) is an Investment Advisor Representative working at Quartermaster Wealth Management, LLC in Charlotte, NC and has over 12 years of experience in the finance industry.

2
Thomas P. Chapman
CRD#: 4968949
1432 Edinger Ave, Suite 130, Tustin, CA 92780
81
Wealthminder
score

Thomas Chapman (CRD# 4968949) is an Investment Advisor Representative working at Quartermaster Wealth Management, LLC in Tustin, CA and has over 12 years of experience in the finance industry.

3
Michael H. Walters
CRD#: 6225420
1114 Sam Newell Road, Ste D, Matthews, NC 28105
77
Wealthminder
score

Michael Walters (CRD# 6225420) is an Investment Advisor Representative working at Quartermaster Wealth Management, LLC in Matthews, NC and has over 4 years of experience in the finance industry.

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