Quotient Wealth Partners, LLC
● SEC registered since 2023CRD 326819SEC# 801-128380Dallas, TX
Reg. AUM
$4.61B
Employees
60
Accounts
7,720
Location
Dallas, TX
Quotient Wealth Partners, LLC assets under management
Quotient Wealth Partners, LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2023. It reports $4.6 billion in regulatory assets under management and employs 60 people.
Quotient Wealth Partners, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon M Ross Control | Managing Member | Under 5% | 2023 |
| Jeffrey E Ramsey Control | Director Of Operations, Chief Compliance Officer | Under 5% | 2025 |
| Jonathan Adam Blumenthal Control | Managing Member | Under 5% | 2023 |
| Quotient Wealth Intermediate Holdings, LLC Control | Member | Over 75% | 2025 |
| Timothy Russell Harder Control | Managing Member And Chief Investment Officer | Under 5% | 2023 |
| Brandon M Ross Control | Owner | Over 75% | 2023 |
| Jonathan Adam Blumenthal Control | Owner | Over 75% | 2023 |
| Mkbzep Corp. Control | Owner | 25-50% | 2025 |
| Sarhlr Inc. Control | Owner | 25-50% | 2025 |
Frequently asked questions
How much does Quotient Wealth Partners, LLC manage?
Quotient Wealth Partners, LLC reports $4.6 billion in regulatory assets under management on its Form ADV.
How many employees does Quotient Wealth Partners, LLC have?
Quotient Wealth Partners, LLC reports 60 employees.
Where is Quotient Wealth Partners, LLC located?
Quotient Wealth Partners, LLC is based in Dallas, TX and has been SEC-registered since 2023.
Does Quotient Wealth Partners, LLC disclose fund performance?
Quotient 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 | 5430 Lbj Freeway, Suite 1150, Dallas, TX 75240 |
| Phone | (469) 912-2522 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.61B▲ 30%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,306 advisers
EmployeesTop 11%
More than 89% of 16,824 advisers
Assets under management
$4.61Bregulatory AUM
Discretionary $4.57BNon-discretionary $39.4M