{
  "crd_number": 336552,
  "slug": "quotient-wealth-asset-management-llc-dallas-tx-336552",
  "primary_business_name": "QUOTIENT WEALTH ASSET MANAGEMENT, LLC",
  "legal_name": "QUOTIENT WEALTH ASSET MANAGEMENT, LLC",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-02",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336552",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/quotient-wealth-asset-management-llc-dallas-tx-336552",
  "display_name": "Quotient Wealth Asset Management, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Quotient Wealth Asset Management, LLC (CRD 336552): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Quotient Wealth Asset Management, LLC compensated?",
      "a": "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."
    },
    {
      "q": "What does Quotient Wealth Asset Management, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Quotient Wealth Asset Management, LLC located?",
      "a": "Quotient Wealth Asset Management, LLC's principal office is in Dallas, TX, according to its Form ADV."
    },
    {
      "q": "Is Quotient Wealth Asset Management, LLC registered with the SEC or a state?",
      "a": "Quotient Wealth Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336552."
    },
    {
      "q": "How much does Quotient Wealth Asset Management, LLC manage?",
      "a": "Quotient Wealth Asset Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 25, 2026."
    },
    {
      "q": "How have Quotient Wealth Asset Management, LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "Does Quotient Wealth Asset Management, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Quotient Wealth Asset Management, LLC's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Changed its legal name from Quotient Wealth Asset Management to Quotient Wealth Asset Management, LLC."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 4,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its legal name from Quotient Wealth Asset Management to Quotient Wealth Asset Management, LLC."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "In general, management fees range from 1% to 2% per annum of committed or invested capital and can be charged quarterly or annually."
        ]
      }
    ],
    "quotes": [
      "In general, management fees range from 1% to 2% per annum of committed or invested capital and can be charged quarterly or annually."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/quotient-wealth-asset-management-llc-dallas-tx-336552.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336552",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}