Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC
CRD 166144SEC# 801-77437Chadds Ford, PA
No longer SEC-registered. Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$52M
Employees
1
Accounts
135
Location
Chadds Ford, PA
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC assets under management
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC is an SEC-registered investment adviser based in Chadds Ford, PA. It reports $52 million in regulatory assets under management and employs 1 people.
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara McKeon Quinn Control | Series Manager | Under 5% | 2012 |
| Dt Investment Partners, LLC Control | Llc Manager Of Independent Wealth Partners, Llc | 10-25% | 2012 |
| Jonathan Darrell Smith Control | Series Manager | Under 5% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC manage?
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC reports $52 million in regulatory assets under management on its Form ADV.
How many employees does Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC have?
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC reports 1 employees.
Where is Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC located?
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC is based in Chadds Ford, PA.
Does Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC disclose fund performance?
Quinn Wealth Advisors, a Series of Indepen. Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Brandywine Five, 1 Dickinson Drive, Suite 103, Chadds Ford, PA 19317 |
| Office hours | 9a.m. To 5p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$52MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$52Mregulatory AUM
Discretionary $51.9MNon-discretionary $6K