SourcingSourcing

QUOTIENT WEALTH ASSET MANAGEMENT, LLC

C32
CRD 336552·SEC 801-133799·DALLAS, TX
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
QUOTIENT WEALTH ASSET MANAGEMENT, LLC
CRD
336552
SEC file #
801-133799
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1819
Soi Zip Pct 200k Plus
0.0794
Soi Zip Returns 200k Plus
860
Soi Zip Total AGI
1,188,354
Fdic Zip Total Deposits
31,727,069,000
Fdic Zip Branch Count
411
Fdic Zip Top Banks
Dallas Capital Bank, National Association
United Texas Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
BancTEXAS National AssociationDallas, TX
Comerica Bank - TexasDallas, TX
Fdic Zip HHI
570.55
Fdic Zip Top Bank Share Pct
10.98
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,042
Returns3,440
Stub 2
AGI108,983
Returns3,020
Stub 3
AGI99,152
Returns1,620
Soi Zip Total Business Income
25,927
Soi Zip Total Cap Gains
148,334
Soi Zip Total Dividends
33,521
Soi Zip Total Returns
10,830
Trust Company Affiliate
No

People (4)

4
HARDER, TIMOTHY, RUSSELL
IAR · Executive Officer · 2.5%
2398163
BLUMENTHAL, JONATHAN, ADAM
Executive Officer · 2.5%
4080699
RAMSEY, JEFFREY, E
Executive Officer · 2.5%
4322555
ROSS, BRANDON, M
Executive Officer · 2.5%
2963472