{
  "crd_number": 326819,
  "slug": "quotient-wealth-partners-llc-dallas-tx-326819",
  "primary_business_name": "QUOTIENT WEALTH PARTNERS, LLC",
  "legal_name": "QUOTIENT WEALTH PARTNERS, 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": "2023-08-24",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 4913256631.0,
  "raum_discretionary": 4873357031.0,
  "raum_non_discretionary": 39899600.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 60,
  "advisory_employees": 29,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 870397460.0,
      "count": 1186
    },
    "high_net_worth_individuals": {
      "raum": 4041859171.0,
      "count": 1168
    },
    "corporations_other_businesses": {
      "raum": 1000000.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "LA",
    "MA",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/quotientwealth",
    "https://instagram.com/quotientwealth",
    "https://quotientwealth.com",
    "https://twitter.com/QuotientWP",
    "https://youtube.com/@QuotientWealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326819",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    }
  ],
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819",
  "display_name": "Quotient Wealth Partners, LLC",
  "summary": "Quotient Wealth Partners, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Quotient Wealth Partners, LLC (CRD 326819): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Quotient Wealth Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Quotient Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Quotient Wealth Partners, LLC located?",
      "a": "Quotient Wealth Partners, LLC's principal office is in Dallas, TX, according to its Form ADV; the October 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Quotient Wealth Partners, LLC registered with the SEC or a state?",
      "a": "Quotient Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326819."
    },
    {
      "q": "How much does Quotient Wealth Partners, LLC manage?",
      "a": "Quotient Wealth Partners, LLC reports $4,913,256,631 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (99% discretionary)."
    },
    {
      "q": "How have Quotient Wealth Partners, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Quotient Wealth Partners, LLC: Regulatory assets under management: $0 in the October 2023 data and $4,913,256,631 in the October 2026 data. Total employees: 17 in October 2023 and 60 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Quotient Wealth Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,186); high net worth individuals (1,168); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Quotient Wealth Partners, LLC use?",
      "a": "Quotient Wealth Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Quotient Wealth Partners, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326819"
    },
    {
      "q": "What changed in Quotient Wealth Partners, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in IL, MI."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 17,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 3116745366.0,
      "total_employees": 39,
      "filing_date": "2024-08-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 3540143072.0,
      "total_employees": 51,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4913256631.0,
      "total_employees": 60,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in IL, MI."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Changed its office addresses in Houston, TX.",
        "Added an office in Walnut Creek, CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 26 to 29.",
        "Regulatory assets under management went from $3,540,143,072 to $4,289,158,034 (+21%).",
        "Registered or notice-filed in GA, ID, IN, MN, MO, NV, OR."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Changed its office addresses in Highlands Ranch, CO.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1186,
      "fewer_than_5": false,
      "raum": 870397460.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1168,
      "fewer_than_5": false,
      "raum": 4041859171.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1000000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/326819",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}