Quotient Wealth Partners, LLC
Quotient Wealth Partners, LLC (CRD# 326819) is a financial advisory firm headquartered in Irving, TX. They manage $3,116,745,366 in 6,209 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management3,117MILLION
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Total Number of Accounts6,209ACCOUNTS
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Average Account Value$501,972
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, MA, NC, NJ, NY, OK, SC, TX, WA
James Rich (CRD# 6495429) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Lake Hopatcong, NJ and has over 8 years of experience in the finance industry.
Brandon Ross (CRD# 2963472) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 25 years of experience in the finance industry.
Jeffrey Severe (CRD# 2459908) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has over 29 years of experience in the finance industry.
Andrew Wagner (CRD# 6320778) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Highlands Ranch, CO and has 1 year of experience in the finance industry.
James Warburton (CRD# 6599877) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has 1 year of experience in the finance industry.
Brian Weatherly (CRD# 5930481) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 12 years of experience in the finance industry.
Lucas Baker (CRD# 7115456) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 2 years of experience in the finance industry.
Joseph Calhoun (CRD# 6675703) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 7 years of experience in the finance industry.
Carlos Guidotti (CRD# 7436685) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has 1 year of experience in the finance industry.
Kevin Wilson (CRD# 7159284) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 3 years of experience in the finance industry.