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Quotient Wealth Asset Management, LLC

● SEC registered since 2025CRD 336552SEC# 801-133799Dallas, TX
Export (members)
Reg. AUM
Employees
4
Accounts
Location
Dallas, TX

Quotient Wealth Asset Management, LLC assets under management

Quotient Wealth Asset Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2025. It employs 4 people.

Quotient Wealth Asset Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Brandon M Ross ControlManaging MemberUnder 5%2025
Jeffrey E Ramsey ControlDirector Of Operations / Chief Compliance OfficerUnder 5%2025
Jonathan Adam Blumenthal ControlManaging MemberUnder 5%2025
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Frequently asked questions

How many employees does Quotient Wealth Asset Management, LLC have?

Quotient Wealth Asset Management, LLC reports 4 employees.

Where is Quotient Wealth Asset Management, LLC located?

Quotient Wealth Asset Management, LLC is based in Dallas, TX and has been SEC-registered since 2025.

Does Quotient Wealth Asset Management, LLC disclose fund performance?

Quotient Wealth Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5430 Lbj Freeway, Suite 1150, Dallas, TX 75240
Phone469-912-2522
Office hours8a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

How this firm compares

EmployeesTop 69%
More than 31% of 16,825 advisers