# Quotient Wealth Partners, LLC

> 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.

- CRD: 326819
- Filed as: QUOTIENT WEALTH PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326819
- AdvisorCensus page: https://advisorcensus.com/firm/quotient-wealth-partners-llc-dallas-tx-326819

## Quick answers

**How is Quotient Wealth Partners, LLC compensated?**
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).

**How much does Quotient Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated April 29, 2026 states: Flat fee: $2,500 to $25,000 (financial planning and consulting services under a stand-alone engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Quotient Wealth Partners, LLC located?**
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).

**Is Quotient Wealth Partners, LLC registered with the SEC or a state?**
Quotient Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326819.

**How much does Quotient Wealth Partners, LLC manage?**
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).

**How have Quotient Wealth Partners, LLC's assets and staff changed since 2023?**
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.

**What types of clients does Quotient Wealth Partners, LLC serve?**
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).

**Which custodians does Quotient Wealth Partners, LLC use?**
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.

**Does Quotient Wealth Partners, LLC report any disciplinary disclosures?**
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

**What changed in Quotient Wealth Partners, LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in IL, MI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Flat fee: $2,500 to $25,000 (financial planning and consulting services under a stand-alone engagement)

> QWP charges a fixed fee for providing financial planning and consulting services under a stand-alone engagement. These fees are negotiable, but range from $2,500 to $25,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,913,256,631
- Discretionary: $4,873,357,031
- Non-discretionary: $39,899,600

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,186 | $870,397,460 |
| High net worth individuals | 1,168 | $4,041,859,171 |
| Corporations or other businesses not listed above | 1 | $1,000,000 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 60 total, 29 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326819

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Highlands Ranch, CO
- Houston, TX
- Morristown, NJ
- San Antonio, TX
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- quotientwealth.com
- Facebook @quotientwealth
- Instagram @quotientwealth
- X @QuotientWP
- YouTube @QuotientWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 17 | September 7, 2023 |
| October 2024 | $3,116,745,366 | 39 | August 20, 2024 |
| October 2025 | $3,540,143,072 | 51 | March 26, 2025 |
| October 2026 | $4,913,256,631 | 60 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in IL, MI.

### May 2026
- Changed its office addresses in Houston, TX.
- Added an office in Walnut Creek, CA.

### April 2026
- 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.

### November 2025
- Changed its office addresses in Highlands Ranch, CO.
- 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 Partners, LLC (CRD 326819): Form ADV filing data as of October 2026.