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Asset manager · Dallas, TX

Quotient Wealth Asset Management, LLC

SEC-registered investment adviser · CRD 336552 · SEC 801-133799

At a glance

Quotient Wealth Asset Management, LLC is an SEC-registered investment adviser based in Dallas, Texas, with $0 in regulatory assets under management as of its Form ADV filed March 25, 2026. By Form ADV it is a asset manager, ranked 2,801st of 3,218 asset managers and 16,786th of 17,210 SEC-registered advisers by assets.

Main office 469-912-2522As filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,801 of 3,218
Rank among all SEC RIAs
#16,786 of 17,210
Rank in Texas
#1,069 of 1,081
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
4
Advisory staff
4
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Quotient Wealth Asset Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Disciplinary disclosures

Quotient Wealth Asset Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Quotient Wealth Asset Management, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
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Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Quotient Wealth Asset Management, LLC manage?

Quotient Wealth Asset Management, LLC reports $0 in regulatory assets under management, on its Form ADV filed March 25, 2026.

What kind of firm is Quotient Wealth Asset Management, LLC?

Quotient Wealth Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Does Quotient Wealth Asset Management, LLC have any disciplinary history?

Quotient Wealth Asset Management, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Quotient Wealth Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →