Quincy Wells Advisors, LLC
● SEC registered since 2020CRD 307477SEC# 801-118231Chicago, IL
Reg. AUM
$87.3M
Employees
22
Accounts
406
Location
Chicago, IL
Quincy Wells Advisors, LLC assets under management
Quincy Wells Advisors, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2020. It reports $87.3 million in regulatory assets under management and employs 22 people.
Quincy Wells Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jonathan Frame Control | Chief Compliance Officer | Under 5% | 2024 |
| Quincy Wells Group, LLC | Owner | Over 75% | 2025 |
| Valerie Cummins Control | Managing Director Of Ria Operations | Under 5% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Quincy Wells Advisors, LLC manage?
Quincy Wells Advisors, LLC reports $87.3 million in regulatory assets under management on its Form ADV.
How many employees does Quincy Wells Advisors, LLC have?
Quincy Wells Advisors, LLC reports 22 employees.
Where is Quincy Wells Advisors, LLC located?
Quincy Wells Advisors, LLC is based in Chicago, IL and has been SEC-registered since 2020.
Does Quincy Wells Advisors, LLC disclose fund performance?
Quincy Wells Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 145 South Wells, Ste 1301, Chicago, IL 60606 |
| Phone | 312-356-4875 |
| Office hours | 9-5 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$87.3M▲ 94%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$87.3Mregulatory AUM
Discretionary $40MNon-discretionary $47.4M