SourcingSourcing

QUOTIENT WEALTH PARTNERS, LLC

C24
CRD 326819·SEC 801-128380·DALLAS, TX
AUM
$4.61B
$1B+
Est. Revenue
$46.1M
@ 1% on AUM
Est. EBITDA
$13.8M
@ 30% margin
Est. Deal Value
$110.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUOTIENT WEALTH PARTNERS, LLC
CRD
326819
SEC file #
801-128380
EIN
933213968
DBA names
—

Economics

AUM
$4.61B
AUM band
$1B+
AUM trajectory
'25'26
$3.54B → $4.61B▲ +30%
Client mix
Individuals High Net Worth1,151
Individuals Other1,099
Corporations1

Operations

Employees (total)
60
Advisory staff (per ADV)
29
Advisory staff (5-yr trend)
'25'26
26 advisors → 29 advisors▲ +12%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
twitter.com/quotientwp(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUOTIENT WEALTH INTERMEDIATE
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
QUOTIENT WEALTH INTERMEDIATE
BLUMENTHAL, JONATHAN, Adam
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:quotient.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002004904
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-08
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002004904-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
31
Bc Firm IAR Count
31
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
5430 LBJ FREEWAYSUITE 1150DALLAS, TX 75240
Business
5430 LBJ FREEWAYSUITE 1150DALLAS, TX 75240
Edgar EIN
933213968
Edgar Recent Filings
13F-HR2026-04-16 · 0002004904-26-000003
13F-HR2026-01-22 · 0002004904-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (32)

32
HARDER, TIMOTHY, RUSSELL
IAR · Executive Officer · 2.5%
2398163
ROSS, BRANDON, M
IAR · Executive Officer · 2.5%
2963472
BLUMENTHAL, JONATHAN, ADAM
IAR · Executive Officer · 2.5%
4080699
RAMSEY, JEFFREY, E
Executive Officer · 2.5%
4322555
Brady Christopher Davis
IAR
8132948
Shai Matthew Spiegel Brown
IAR
8053597
CARLOS Garrett GUIDOTTI
IAR
7436685
William Warren Geist
IAR
8104638
Chase Matthew Moody
IAR
8219936
Lauren Taylor Britt
IAR
7538143
Colin Sam Faulk
IAR
7064727
JAMES MATTHEW RICH
IAR
6495429
JOHN LUCAS VACLAVIK
IAR
6965064
KEVIN JOHN WILSON
IAR
7159284
MATTHEW TAYLOR DAVIS
IAR
5923766
JAMES EDWARD WARBURTON
IAR
6599877
JARED THOMAS DAVIS
IAR
6635219
ANDREW TAYLOR WAGNER
IAR
6320778
MATTHEW AARON BENNETT
IAR
6122751
JEFFREY MICHAEL SEVERE
IAR
2459908
BRUCE FRANCIS FITZSIMMONS
IAR
5394139
KATHERINE WHITTELSEY
IAR
7403194
CHRISTOPHER RICHARD MOHRING
IAR
6240117
LARRY DALE JACKSON
IAR
4601775
BRIAN R WEATHERLY
IAR
5930481
Matthew Randall Frost
IAR
7249298
Aidan Fox Jahnke
IAR
8262507
JOSEPH THOMAS CALHOUN
IAR
6675703
LUCAS BAKER
IAR
7115456
ZACHARY DONALD RUMPKE
IAR
7698079
TYLER DAKOTA DIVYESH KUMAR
IAR
7131130
MARKHAM RAY HAWKINS
IAR
5796827