AdvisorCensus / Financial advisors / Texas / Dallas / Quotient Wealth Asset Management, LLC
Quotient Wealth Asset Management, LLC
Filed as QUOTIENT WEALTH ASSET MANAGEMENT, LLC
Quotient Wealth Asset Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Quotient Wealth Asset Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Quotient Wealth Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does Quotient Wealth Asset Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Quotient Wealth Asset Management, LLC located?
Quotient Wealth Asset Management, LLC's principal office is in Dallas, TX, according to its Form ADV.
Is Quotient Wealth Asset Management, LLC registered with the SEC or a state?
Quotient Wealth Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336552.
How much does Quotient Wealth Asset Management, LLC manage?
Quotient Wealth Asset Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 25, 2026.
How have Quotient Wealth Asset Management, LLC's assets and staff changed since 2025?
In the Form ADV data for Quotient Wealth Asset Management, LLC: Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Quotient Wealth Asset Management, LLC 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/336552
What changed in Quotient Wealth Asset Management, LLC's recent Form ADV filings?
In the December 2025 filing data: Changed its legal name from Quotient Wealth Asset Management to Quotient Wealth Asset Management, LLC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1% to 2% a year (a range, as the brochure states it)
The brochure's wording
In general, management fees range from 1% to 2% per annum of committed or invested capital and can be charged quarterly or annually.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$0 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $0 | 4 | March 25, 2026 |
| October 2025 | $0 | 4 | June 5, 2025 |
Regulatory assets under management: $0 in the October 2025 data and $0 in the October 2026 data.
Total employees: 4 in October 2025 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- December 2025
- Changed its legal name from Quotient Wealth Asset Management to Quotient Wealth Asset Management, LLC.
- November 2025
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Quotient Wealth Asset Management, LLC (CRD 336552): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/quotient-wealth-asset-management-llc-dallas-tx-336552