Constellation Wealth Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

147253

SEC number

801-69216

Firm type

RIA

Assets under management

$5.4B as of Feb 20, 2026

Website

www.quadrantwealth.com ↗

Phone

513-871-5500

Address

255 East Fifth St., Cincinnati, OH, 45202

Advisors at this firm

14 in our index · page 1 of 1

• Louisa Collier GehringCRD 8076752 · Cincinnati, OH
  IA Registered
• Patrick Alan LafleyCRD 5529414 · Cincinnati, OH
  IA Registered
• Adam Davis MortonCRD 6355680 · Cincinnati, OH
  IA Registered
• Thomas McconvilleCRD 8076563 · Cincinnati, OH
  IA Registered
• Samuel Warren NeedhamCRD 6230783 · Franklin, TN
  IA RegisteredRegistration inactive
• Anna K PfaehlerCRD 6103483 · Cincinnati, OH
  IA Registered
• Nicolas Allen PaxsonCRD 7554513 · Cincinnati, OH
  IA Registered
• Nicholas Connor ReillyCRD 5082712 · Cincinnati, OH
  IA Registered
• Cheryl Nicole RoseCRD 2215094 · Cincinnati, OH
  IA Registered
• Emily Butterworth RoseCRD 6435633 · Cincinnati, OH
  IA Registered
• David John SnopkowskiCRD 7672907 · Cincinnati, OH
  IA Registered
• Kevin Byrne ThomasCRD 6764399 · Cincinnati, OH
  IA Registered
• John Marshall WilliamsCRD 2669535 · Cincinnati, OH
  IA Registered
• Matthew WoebkenbergCRD 7367646 · Cincinnati, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.