# MQ Private Wealth

> MQ Private Wealth is an SEC-registered investment advisory firm in Torrance, CA, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 341042
- Filed as: MQ PRIVATE WEALTH
- Legal name: Macro Quant Private Wealth, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341042
- AdvisorCensus page: https://advisorcensus.com/firm/mq-private-wealth-torrance-ca-341042

## Quick answers

**How is MQ Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), MQ Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does MQ Private Wealth charge?**
Its Form ADV Part 2A brochure dated August 25, 2026 states: Flat fee: $10,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MQ Private Wealth located?**
MQ Private Wealth's principal office is in Torrance, CA, according to its Form ADV.

**Is MQ Private Wealth registered with the SEC or a state?**
MQ Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341042.

**How much does MQ Private Wealth manage?**
MQ Private Wealth reports $86,902,279 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**What types of clients does MQ Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (41); high net worth individuals (16); corporations or other businesses not listed above (1).

**Which custodians does MQ Private Wealth use?**
MQ Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MQ Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/341042

**What changed in MQ Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: No longer lists the business name MQ Private Wealth. Regulatory assets under management went from $0 to $86,902,279.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 25, 2026)

- Flat fee: $10,000 (financial planning and consulting services)

> Flat fees will not exceed $ 10,000. The fee-paying arrangements will be determined on a case- by-case basis and will be detailed in the signed consulting agreement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $86,902,279
- Discretionary: $86,902,279
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 41 | $26,334,091 |
| High net worth individuals | 16 | $51,599,383 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $8,968,805 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mqprivatewealth.com

## Changes in the filing (last 12 months)

### October 2026
- No longer lists the business name MQ Private Wealth.
- Regulatory assets under management went from $0 to $86,902,279.

### September 2026
- Added the business name MQ Private Wealth.

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MQ Private Wealth (CRD 341042): Form ADV filing data as of October 2026.