# 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.

- CRD: 336552
- Filed as: QUOTIENT WEALTH ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336552
- AdvisorCensus page: https://advisorcensus.com/firm/quotient-wealth-asset-management-llc-dallas-tx-336552

## Quick answers

**How 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.

**How much does Quotient Wealth Asset Management, LLC charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

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

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 4 | June 5, 2025 |
| October 2026 | $0 | 4 | March 25, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Quotient Wealth Asset Management, LLC (CRD 336552): Form ADV filing data as of October 2026.