Quadrant Private Wealth Management, LLC
● SEC registered since 2015CRD 277044SEC# 801-106484Center Valley, PA
Reg. AUM
$2.1B
Employees
19
Accounts
3,076
Location
Center Valley, PA
Quadrant Private Wealth Management, LLC assets under management
Quadrant Private Wealth Management, LLC is an SEC-registered investment adviser based in Center Valley, PA. The firm has been registered since 2015. It reports $2.1 billion in regulatory assets under management and employs 19 people.
Quadrant Private Wealth Management, LLC owners & executives
16 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Christopher Cort Control | Chief Compliance Officer | Under 5% | 2015 |
| David Graham Decker Control | Wealth Advisor | Under 5% | 2020 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Quadrant Private Wealth Management, LLC manage?
Quadrant Private Wealth Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Quadrant Private Wealth Management, LLC have?
Quadrant Private Wealth Management, LLC reports 19 employees.
Where is Quadrant Private Wealth Management, LLC located?
Quadrant Private Wealth Management, LLC is based in Center Valley, PA and has been SEC-registered since 2015.
Does Quadrant Private Wealth Management, LLC disclose fund performance?
Quadrant Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3850 Sierra Circle, Ste 300, Center Valley, PA 18034 |
| Phone | 610-849-2743 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1727454 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.1B▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.1Bregulatory AUM
Discretionary $2.09BNon-discretionary $1.8M