Quotient Wealth Partners, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

326819

SEC number

801-128380

Firm type

RIA

Assets under management

$4.6B as of Apr 29, 2026

Website

twitter.com/QuotientWP ↗

Phone

(469) 912-2522

Address

5430 Lbj Freeway, Dallas, TX, 75240

Advisors at this firm

32 in our index · page 1 of 1

• Lucas BakerCRD 7115456 · Irving, TX
  IA Registered
• Matthew Aaron BennettCRD 6122751 · Dallas, TX
  IA Registered
• Jonathan Adam BlumenthalCRD 4080699 · Irving, TX
  IA RegisteredRegistration inactive
• Lauren Taylor BrittCRD 7538143 · Houston, TX
  IA RegisteredRegistration inactive
• Joseph Thomas CalhounCRD 6675703 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Craig Steven DamicoCRD 7157169 · Dallas, TX
  IA RegisteredRegistration inactive
• Jared Thomas DavisCRD 6635219 · Dallas, TX
  IA Registered
• Matthew Taylor DavisCRD 5923766 · Dallas, TX
  IA Registered
• Brady Christopher DavisCRD 8132948 · Dallas, TX
  IA Registered
• Bruce Francis FitzsimmonsCRD 5394139 · Randolph, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Colin Sam FaulkCRD 7064727 · Houston, TX
  IA RegisteredRegistration inactive
• Matthew Randall FrostCRD 7249298 · San Antonio, TX
  IA Registered
• Carlos Garrett GuidottiCRD 7436685 · Highlands Ranch, CO
  IA Registered
• William Warren GeistCRD 8104638 · Highlands Ranch, CO
  IA Registered
• Markham Ray HawkinsCRD 5796827 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Gretchen Opal HarderCRD 8250864 · Highlands Ranch, CO
  IA Registered
• Larry Dale JacksonCRD 4601775 · Irving, TX
  IA RegisteredRegistration inactive
• Aidan Fox JahnkeCRD 8262507 · Dallas, TX
  IA Registered
• Tyler Dakota Divyesh KumarCRD 7131130 · Houston, TX
  IA RegisteredRegistration inactive
• Christopher Richard MohringCRD 6240117 · Dallas, TX
  IA RegisteredRegistration inactive
• Chase Matthew MoodyCRD 8219936 · Dallas, TX
  IA Registered
• James Matthew RichCRD 6495429 · Lake Hopatcong, NJ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brandon M RossCRD 2963472 · Irving, TX
  IA RegisteredRegistration inactive
• Zachary Donald RumpkeCRD 7698079 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Jeffrey Michael SevereCRD 2459908 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Shai Matthew Spiegel BrownCRD 8053597 · Morristown, NJ
  IA Registered
• John Lucas VaclavikCRD 6965064 · Houston, TX
  IA RegisteredRegistration inactive
• Andrew Taylor WagnerCRD 6320778 · Highlands Ranch, CO
  IA Registered
• James Edward WarburtonCRD 6599877 · Dallas, TX
  IA Registered
• Brian R WeatherlyCRD 5930481 · Irving, TX
  IA RegisteredRegistration inactive
• Katherine WhittelseyCRD 7403194 · Highlands Ranch, CO
  IA RegisteredRegistration inactive
• Kevin John WilsonCRD 7159284 · Dallas, TX
  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.