# Quiet Wealth Management

> Quiet Wealth Management is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 28, 2026.

- CRD: 312940
- Filed as: QUIET WEALTH MANAGEMENT
- Legal name: Quiet Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312940
- AdvisorCensus page: https://advisorcensus.com/firm/quiet-wealth-management-312940

## Quick answers

**How is Quiet Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Quiet Wealth Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Quiet Wealth Management registered with the SEC or a state?**
Quiet Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312940.

**How much does Quiet Wealth Management manage?**
Quiet Wealth Management reports $70,088,411 in regulatory assets under management in its Form ADV filing dated March 28, 2026 (100% discretionary).

**What types of clients does Quiet Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37).

**Does Quiet Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312940

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,088,411
- Discretionary: $69,929,858
- Non-discretionary: $158,553

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $70,088,411 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- connect.xyplanningnetwork.com/find-an-advisor/curtis-bailey-10454
- flatfeeadvisors.org/curtis-bailey
- napfa.org/member/103911/34124
- quietwealth.net
- LinkedIn @curtis-bailey-cfp-crpc-ea-cfa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quiet Wealth Management (CRD 312940): Form ADV filing data as of October 2026.