Quotient Wealth Asset Management, LLC
● SEC registered since 2025CRD 336552SEC# 801-133799Dallas, TX
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon M Ross Control | Managing Member | Under 5% | 2025 |
| Jeffrey E Ramsey Control | Director Of Operations / Chief Compliance Officer | Under 5% | 2025 |
| Jonathan Adam Blumenthal Control | Managing Member | Under 5% | 2025 |
| Quotient Wealth Intermediate Holdings, LLC Control | Member | Over 75% | 2025 |
| Timothy Russell Harder Control | Managing Member / Chief Investment Officer | Under 5% | 2025 |
| Brandon M Ross Control | Owner | Over 75% | 2023 |
| Jonathan Adam Blumenthal Control | Owner | Over 75% | 2023 |
| Mkbzep Corp. Control | Owner | 25-50% | 2023 |
| Sarhlr Inc. Control | Owner | 25-50% | 2023 |
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
| Address | 5430 Lbj Freeway, Suite 1150, Dallas, TX 75240 |
| Phone | 469-912-2522 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 69%
More than 31% of 16,824 advisers