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Managing Member · Quotient Wealth Partners, LLC

JONATHAN A. BLUMENTHAL

CRD 4080699 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Quotient Wealth Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $4.9 billion in regulatory assets, lists JONATHAN A. BLUMENTHAL on its Form ADV as Managing Member, a control person. The SEC filings also name JONATHAN at 1 other registered adviser.

Firms and roles

AtlasMembers

JONATHAN’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy R. HarderManaging Member and Chief Investment Officer, Quotient Wealth Partners, LLC
  • Brandon M RossManaging Member, Quotient Wealth Partners, LLC
  • Jeffrey E RamseyDirector of Operations, Chief Compliance Officer, Quotient Wealth Partners, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For JONATHAN’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.